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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-18 |
| MA | RA | APPROVED | 2021-04-29 |
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 |
|---|---|---|---|---|
| Tfc Financial Management, Inc. | Boston | MA | 05/2016 | Present |
| Ballentine Partners Llc | Waltham | MA | 04/2021 | Present |
Board Member - Duke University Regional Alumni - Duke University Alumni - Board Member and Fuqua School of Business Representative for the Boston Regional Alumni Board for Duke University. Responsibilities include sending communications to local area alumni about news/ upcoming events, attending/ organizing networking activities for alumni and increasing alumni engagement in Boston/ with current students/ the university. Investment Committee Member - Raffa Investment Advisors - not compensated, not during business hours.
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