JOSEPH MONTGOMERY GRIM is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with ADVANCED PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| ADVANCED PLANNING, INC. | 2013-03-28 | present | Yes |
| SUMMIT FINANCIAL GROUP INC | 2012-09-05 | 2013-03-28 | — |