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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consumer Auto Parts | Lowell | MA | 09/2015 | 04/2022 |
| Ballentine Partners, Llc | Waltham | MA | 05/2022 | 02/2025 |
| University Of Massachusetts Lowell | Lowell | MA | 08/2018 | 05/2022 |
| North Middlesex Regional High School | Townsend | MA | 08/2014 | 08/2018 |
| Ballentine Partners, Llc | Waltham | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
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