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Oana Bandar

Appleton Partners, Inc.

Boston, MA

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Current Employers
Appleton Partners, Inc.

One Post Office Square 5Th Floor, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-05
  • MA RA
    APPROVED
    Since 2025-02-05

Branch Locations

One Post Office Square 5Th Floor, Boston, MA 02109 • 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
OrganizationCityStateFromTo
Appleton Partners, Inc. Boston MA 06/2024 Present
Professional Hiatus Na MA 06/2022 05/2024
Bny Private Wealth Boston MA 11/2006 06/2022
  • 06/2024 → Present
    Appleton Partners, Inc.
    Boston, MA
  • 06/2022 → 05/2024
    Professional Hiatus
    Na, MA
  • 11/2006 → 06/2022
    Bny Private Wealth
    Boston, MA
Designations

View on SEC IAPD

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NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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