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Inactive

Ivan Caballero

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 2025-09-09
NH RA APPROVED 2025-08-28
  • MA RA
    APPROVED
    Since 2025-09-09
  • NH RA
    APPROVED
    Since 2025-08-28

Branch Locations

230 Third Ave, 6Th Fl, 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
York Community High School Elmhurst IL 08/2015 05/2019
Iowa State University Ames IA 08/2019 05/2023
Iowa State Bookstore Ames IA 11/2019 04/2020
Fpm Iowa State University Ames IA 09/2022 05/2023
Mitchelle, Vaught, And Taylor Investment Advisors Chicago IL 05/2022 01/2023
Ballentine Partners, Llc Waltham MA 06/2023 08/2023
Unemployed Elmhurst IL 05/2019 08/2019
Ballentine Partners, Llc Waltham MA 08/2023 Present
  • 08/2015 → 05/2019
    York Community High School
    Elmhurst, IL
  • 08/2019 → 05/2023
    Iowa State University
    Ames, IA
  • 11/2019 → 04/2020
    Iowa State Bookstore
    Ames, IA
  • 09/2022 → 05/2023
    Fpm Iowa State University
    Ames, IA
  • 05/2022 → 01/2023
    Mitchelle, Vaught, And Taylor Investment Advisors
    Chicago, IL
  • 06/2023 → 08/2023
    Ballentine Partners, Llc
    Waltham, MA
  • 05/2019 → 08/2019
    Unemployed
    Elmhurst, IL
  • 08/2023 → Present
    Ballentine Partners, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-28
  • S65 Uniform Investment Adviser Law Examination
    2025-08-28

View on SEC IAPD

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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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