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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-20 |
| FL | RA | APPROVED | 2015-12-21 |
| 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 | 01/2010 | Present |
Waltham Family School - Board member, investment committee member. Not compensated, outside business hours
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