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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
Branch Locations
3801 Pga Blvd Suite 810, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Private Bank | Denver | CO | 04/2021 | 09/2025 |
| Key Bank | Highlands Ranch | CO | 04/2019 | 04/2021 |
| Unemployed | Denver | CO | 12/2018 | 03/2019 |
| Bb&T | Tequesta | FL | 02/2015 | 12/2018 |
| Ballentine Partners, Llc | Palm Beach Gardens | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
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