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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
| NH | RA | APPROVED | 2026-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fordham University | Bronx | NY | 09/2024 | 05/2025 |
| Ballentine Partners, Llc | Waltham | MA | 06/2024 | 08/2024 |
| Fordham University | Bronx | NY | 09/2023 | 12/2023 |
| Woodwell Climate Research Center | Falmouth | MA | 06/2023 | 09/2023 |
| Fordham University | Bronx | NY | 09/2022 | 05/2023 |
| Ymca Boston | Boston | MA | 06/2022 | 08/2022 |
| Ymca Boston | Boston | MA | 06/2021 | 08/2021 |
| Ymca Boston | Boston | MA | 06/2020 | 08/2020 |
| Equinox | Chestnut Hill | MA | 09/2021 | 01/2022 |
| Beaver Country Day School | Brookline | MA | 09/2014 | 06/2021 |
| Fordham University | Bronx | NY | 09/2021 | 05/2025 |
| Ballentine Partners, Llc | Waltham | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-06 |
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