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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-13 |
| MA | RA | APPROVED | 2018-11-13 |
Branch Locations
230 Third Avenue 6Th Floor, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Century Bank | Medford | MA | 01/2016 | 10/2018 |
| Ballentine Partners Llc | Waltham | MA | 10/2018 | 02/2021 |
| Ballentine Partners Llc | Waltham | MA | 02/2023 | 03/2026 |
| Ballentine Partners, Llc | Waltham | MA | 02/2021 | 02/2023 |
| Ballentine Partners, Llc | Waltham | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-13 |
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