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277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-19 |
| MA | RA | APPROVED | 2022-04-11 |
Branch Locations
277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners Llc | Waltham | MA | 03/2016 | 07/2021 |
| Single Point Partners | Boston | MA | 04/2022 | Present |
| Unemployed - Homemaking | Medford | MA | 07/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-25 |
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