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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| NH | RA | APPROVED | 2019-07-26 |
| MA | RA | APPROVED | 2018-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sdk Capital | Boston | MA | 10/2010 | 04/2018 |
| Ballentine Partners Llc | Waltham | MA | 04/2018 | 02/2020 |
| Ballentine Partners Llc | Waltham | MA | 02/2020 | 03/2026 |
| Ballentine Partners, Llc | Waltham | MA | 03/2026 | Present |
Scholarship Fund of Concord and Carlisle - Scholarship fund associated with my former high school. as of 9/11/23. Board member, not compensated, not during work hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
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