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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-03 |
| MA | RA | APPROVED | 2020-04-29 |
| NH | RA | APPROVED | 2020-04-21 |
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 |
|---|---|---|---|---|
| Hamilton Capital Management Inc | Columbus | OH | 05/2015 | 04/2020 |
| Ballentine Partners Llc | Waltham | MA | 04/2020 | 10/2025 |
| Ballentine Partners, Llc | Waltham | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-14 |
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