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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-02-24 |
| MA | RA | APPROVED | 2010-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 01/2010 | Present |
Nominations Committee member - Boston Estate Planning Council - Committee member, not compensated, not investment related. Distribution Committee - Foundation for Metrowest - I will be serving on the Distribution Committee for the FFMW, and will be reviewing non-profit proposals for Foundation grants. not compensated, outside business hours. Treasurer and Board Member - Needham Heights Alliance - Neighborhood association gathering input from and representing the views of residents of Needham Heights, MA. not compensated, outside business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-22 |
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