Inactive

Jonathan Lustig

Ballentine Partners

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Current Employers

Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-04-14
NH	RA	APPROVED	2019-09-17
MA	RA	APPROVED	2019-08-06

FL RA
APPROVED

Since 2024-04-14
NH RA
APPROVED

Since 2019-09-17
MA RA
APPROVED

Since 2019-08-06

Branch Locations

230 Third Avenue 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

Organization	City	State	From	To
Ballentine Partners Llc	Waltham	MA	07/2019	02/2024
The Colony Group	Boston	MA	08/2014	07/2019
Ballentine Partners, Llc	Waltham	NH	02/2024	Present

07/2019 → 02/2024

Ballentine Partners Llc

Waltham, MA
08/2014 → 07/2019

The Colony Group

Boston, MA
02/2024 → Present

Ballentine Partners, Llc

Waltham, NH

Designations

View on SEC IAPD

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