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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-10-01 |
| MA | RA | APPROVED | 2022-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 06/2021 | 02/2023 |
| Pricewaterhousecoopers | Boston | MA | 08/2018 | 06/2021 |
| Unemployed | Boston | MA | 05/2018 | 08/2018 |
| University Of New Hampshire | Durham | NH | 08/2014 | 05/2018 |
| Pricewaterhousecoopers | Boston | MA | 06/2017 | 08/2017 |
| Best Doctors | Quincy | MA | 06/2015 | 06/2017 |
| Ballentine Partners Llc | Waltham | MA | 02/2023 | 10/2024 |
| Ballentine Partners, Llc | Wolfeboro | NH | 10/2024 | 12/2025 |
| Ballentine Partners, Llc | Wolfeboro | NH | 01/2026 | Present |
Board member University of NH Peter T. Paul College of Economics, not compensated, not investment related and not during business hours. Board member, board liaison - MA Society for the Prevention of Cruelty to Children. not for profit, not compensated, not investment related and not during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-21 |
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