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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-01 |
| MA | RA | APPROVED | 2022-02-16 |
| NH | RA | APPROVED | 2022-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gmo | Boston | MA | 01/2010 | 01/2022 |
| Funds Distributor, Llc | Boston | MA | 05/2010 | 01/2022 |
| Ballentine Partners, Llc | Waltham | MA | 02/2022 | 03/2023 |
| Ballentine Partners Llc | Waltham | MA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-01-23 |
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