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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2014-10-13 |
| NH | RA | APPROVED | 2012-08-28 |
| MA | RA | APPROVED | 2010-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 01/2010 | Present |
Member, Community Advisory Board - WBUR 90.9FM - WBUR Public Radio. Not compensated, outside business hours. Member of the Board of Directors; Member of the Executive Committee (Clerk) - Lexington Community Farm - Provide strategic oversight for the farm and its activities.Help increase membership and donor base.Help with farm outreach and operations. Not compensated, outside business hours. Board of Directors - Boston - Thrive Scholars (formerly SCS Noonan Scholars) - Strategic advice to and advocacy on behalf of the organization and its work. Not compensated, outside business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-08 |
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