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277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-17 |
| MA | RA | APPROVED | 2023-01-20 |
Branch Locations
277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of New Hampshire | Durham | NH | 09/2014 | 05/2018 |
| Ballentine Partners Llc | Waltham | MA | 06/2017 | 01/2018 |
| Ballentine Partners Llc | Waltham | MA | 07/2018 | 12/2022 |
| Single Point Partners | Boston | MA | 01/2023 | Present |
| Madeleine's Daughter Bridal | Portsmouth | NH | 12/2015 | 05/2017 |
| Portsmouth Kayak Adventures | Portsmouth | NH | 05/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-13 |
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