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Meghan Sullivan

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-08-23
  • MA RA
    APPROVED
    Since 2022-08-23

Branch Locations

230 Third Ave, Floor 6, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ballentine Partners Llc Waltham MA 04/2015 05/2021
Unemployed Wellesley MA 05/2021 07/2022
Ballentine Partners, Llc Waltham MA 07/2022 Present
  • 04/2015 → 05/2021
    Ballentine Partners Llc
    Waltham, MA
  • 05/2021 → 07/2022
    Unemployed
    Wellesley, MA
  • 07/2022 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-16
  • S65 Uniform Investment Adviser Law Examination
    2015-07-16
Designations

View on SEC IAPD

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BALLENTINE PARTNERS · WALTHAM, MA
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