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277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-09 |
Branch Locations
277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partenrs, Llc | Waltham | MA | 12/2014 | 06/2023 |
| Single Point Partners | Boston | MA | 08/2023 | Present |
The Maynard Education Foundation (MEF); Board Member: I approve grants to Maynard Schools. Member of the Investment Committee: set our investment objectives or the organizations endowment, as documented in the organization's Investment Policy Statement. Address: P.O. Box 89, Maynard, MA 01754. Start date: 8/2022; Zero hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-06 |
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