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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
| MA | RA | APPROVED | 2025-10-22 |
| NH | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 02/2025 | Present |
| Bella Brava | Tampa | FL | 11/2024 | 02/2025 |
| The Lexington | Cambridge | MA | 07/2024 | 09/2024 |
| Spruce Street Nursery | Boston | MA | 07/2024 | 08/2024 |
| Unemployed | Somerville | MA | 06/2024 | 06/2024 |
| Tufts University | Medford | MA | 08/2023 | 05/2024 |
| The Fletcher School | Medford | MA | 10/2022 | 05/2024 |
| The Fletcher School | Medford | MA | 08/2022 | 05/2024 |
| Unemployed | Somerville | MA | 07/2022 | 07/2022 |
| Industrial Economics Inc | Cambridge | MA | 06/2020 | 07/2022 |
| Tufts University | Medford | MA | 10/2016 | 05/2020 |
| Tufts University | Medford | MA | 08/2016 | 05/2020 |
| Xtreme Juice | Tampa | FL | 08/2014 | 12/2017 |
| Unemployed | Tampa | FL | 10/2024 | 10/2024 |
Breathe Cambridge - Cambridge, MA - 12 hours per month not in normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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