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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| NH | RA | APPROVED | 2026-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 02/2026 | Present |
| C&S Wholesale | Keene | NH | 06/2020 | 02/2026 |
| C&S Wholesale | Keene | NH | 05/2019 | 08/2019 |
| Crumpin Fox Club | Bernardston | MA | 06/2014 | 08/2018 |
| University Of Hartford | West Hartford | CT | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-16 |
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