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Inactive

Illeana Marianne Pangan Osmena

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 2024-06-04
  • MA RA
    APPROVED
    Since 2024-06-04

Branch Locations

230 Third Ave, 6Th Floor, 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
Equitable Advisors, Llc New York NY 07/2021 01/2022
Bentley University Waltham MA 08/2017 05/2021
Algopix Petah Tikva 06/2019 08/2019
Asian Inspection Cebu 06/2018 07/2018
Cebu International School Cebu 07/2011 08/2017
Unemployed Brighton MA 05/2021 07/2021
M3 Family Office Needham MA 01/2022 02/2024
Ballentine Partners, Llc Waltham MA 03/2024 Present
  • 07/2021 → 01/2022
    Equitable Advisors, Llc
    New York, NY
  • 08/2017 → 05/2021
    Bentley University
    Waltham, MA
  • 06/2019 → 08/2019
    Algopix
    Petah Tikva
  • 06/2018 → 07/2018
    Asian Inspection
    Cebu
  • 07/2011 → 08/2017
    Cebu International School
    Cebu
  • 05/2021 → 07/2021
    Unemployed
    Brighton, MA
  • 01/2022 → 02/2024
    M3 Family Office
    Needham, MA
  • 03/2024 → Present
    Ballentine Partners, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-20

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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