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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2018-10-10 |
| MA | RA | APPROVED | 2010-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners Llc | Waltham | MA | 10/2011 | 03/2022 |
| Ballentine Partners, Llc | Waltham | MA | 03/2022 | 10/2024 |
| Ballentine Partners, Llc | Waltham | MA | 10/2024 | Present |
Sew & Bloom - business owner - design stationery and home decor products based on pictures of flowers in my garden or sketches inspired by them. This is not investment related. This is not done during my regular business hours. The Parish of the Good Shepherd - Senior Warden - not compensated and not during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-30 |
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