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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-23 |
| MA | RA | APPROVED | 2022-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 09/2022 | 06/2024 |
| Connecticut College | New London | CT | 08/2019 | 05/2022 |
| Unemployed | Merlischachen | 07/2017 | 08/2019 | |
| Ontario Hockey Academy | Cornwall | 08/2014 | 07/2017 | |
| Unemployed | Waltham | MA | 05/2022 | 08/2022 |
| Ballentine Partners, Llc | Waltham | MA | 07/2024 | 12/2025 |
| Ballentine Partners, Llc | Waltham | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-21 |
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