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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-30 |
| FL | RA | APPROVED | 2015-11-30 |
| NH | RA | APPROVED | 2011-08-25 |
| MA | RA | APPROVED | 2010-02-23 |
Branch Locations
230 Third Avenue 6Th Floor, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners Llc | Waltham | MA | 01/2016 | Present |
The UHNW Institute - The UHNW Institute - member of The UHNW Institute. Not compensated, outside business hours. Family Wealth Alliance - Family Wealth Alliance - member of the Family Wealth Alliance. Not compensated, outside business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-30 |
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