Best Investors
Account
Sign in
Best Investors
Account
Sign in
230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-27 |
| NH | RA | APPROVED | 2019-06-14 |
| MA | RA | APPROVED | 2018-06-29 |
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Farmington Hills | MI | 10/2014 | 06/2018 |
| Ballentine Partners, Llc | Waltham | MA | 06/2018 | 02/2020 |
| Ballentine Partners Llc | Wolfeboro | NH | 02/2020 | 06/2021 |
| Ballentine Partners Llc | Rochester | NH | 07/2021 | 09/2022 |
| Ballentine Partners Llc | Wolfeboro | NH | 09/2022 | 02/2023 |
| Ballentine Partners Llc | Wolfeboro | NH | 02/2023 | Present |
Cana's Castles - Treasurer - nonprofit, not compensated, not during business hours Financial Planning Association of New England - Treasurer, Board of Directors and Member - nonprofit, not compensated, not during business hours Wolfeboro Area Children's Center - Board member and Treasurer. Local daycare. Not compensated, outside business hours. All Saints Episcopal Church - Finance Committee member - Not compensated, outside business hours Alpine Meadows Property Owners Association - local homeowners association. Not compensated, outside business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
Reach out to this advisor