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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-03 |
| NH | RA | APPROVED | 2026-03-19 |
| MA | RA | APPROVED | 2026-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 11/2024 | Present |
| Fintrx | Rockland | MA | 06/2022 | 10/2024 |
| Forefront Healthcare Llc | St. Claire Shores | MI | 12/2021 | 01/2022 |
| Mid-Ohio Landscaping Llc | Dublin | OH | 05/2020 | 12/2021 |
| First Watch Restaurants | Dublin | OH | 05/2019 | 01/2020 |
| The Lacrosse Academy | Granville | OH | 07/2019 | 07/2019 |
| Mezzo Bar And Grille (Remyrht Limited) | Dublin | OH | 05/2017 | 07/2019 |
| Denison University | Granville | OH | 08/2018 | 05/2022 |
| Dublin Coffman High School | Dublin | OH | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-31 |
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