Tristan A. Bishop

GRIMES & COMPANY

SOUTHLAKE, TX 76092

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CRD#: 7878869

Professional summary

Tristan Allen Bishop, who also goes by Tristan Bishop, is a registered financial advisor currently at GRIMES & COMPANY located in Southlake, Texas.

Tristan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tristan has worked at 3 firms .

At a Glance

Always Fiduciary

Aliases

Tristan Bishop

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1- 02/2024 / Third Act Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tristan Allen Bishop's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2026 - Present

GRIMES & COMPANY

Office #1: 531 Silicon Drive Suite 101, Southlake, TX 76092

RIA

CRD#: 109420

SOUTHLAKE, TX

Past

July 8, 2024 - September 2, 2026

LIDO

RIA

CRD#: 269866

Dallas, TX

Past

March 22, 2024 - June 6, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRIMES & COMPANY

GRIMES & CO INC | GRIMES & COMPANY, LLC | GRIMES & COMPANY, INC. | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | GRIMES & COMPANY

CRD#: 109420 / SEC#: 801-57193

RIA

Registered Investment Advisory firm - (1/28/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

GRIMES & COMPANY

GRIMES & CO INC | GRIMES & COMPANY, LLC | GRIMES & COMPANY, INC. | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | GRIMES & COMPANY

CRD#: 109420 / SEC#: 801-57193

RIA

Registered Investment Advisory firm - (1/28/2000 Approved)

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Contact information

Main Address

One Technology Drive Suite 100, Westborough, MA 01581

Mailing Address

Phone number

(508) 366-3883

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRIMES & COMPANY PART 2A (3/16/2026)

Regulatory assets under management

Total Number of Accounts	9,842
AUM (Assets Under Management)	$ 6,298,759,513

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tristan A. Bishop

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tristan Allen Bishop's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRIMES & COMPANY

LIDO

LPL FINANCIAL LLC

Primary Firm SEC Registration

GRIMES & COMPANY

State Registrations and Notice Filings

Exams

Current Firm

GRIMES & COMPANY

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRIMES & COMPANY

TRUST BUT VERIFY

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