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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-07 |
| NH | RA | APPROVED | 2024-10-24 |
| MA | RA | APPROVED | 2017-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 11/2016 | 06/2023 |
| Aldi | Bristol | CT | 01/2016 | 09/2016 |
| Unemployed | Hudson | NH | 09/2016 | 11/2016 |
| Ballentine Partners, Llc | Waltham | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
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