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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-31 |
| MA | RA | APPROVED | 2024-11-05 |
| NH | RA | APPROVED | 2010-02-22 |
Branch Locations
15 N. Main Street Suite 6, Wolfeboro, NH 03894 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Wolfeboro | NH | 01/2010 | 06/2021 |
| Ballentine Partners Llc | Rochester | NH | 07/2021 | 01/2025 |
| Ballentine Partners, Llc | Wolfeboro | NH | 01/2025 | Present |
Elected to Plymouth Elementary School Board in Plymouth, NH Town Election. End date: 03/14/2026 President-Elect - Financial Planning Association of New England - Not compensated, outside business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-02 |
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