Best Investors
Account
Sign in
230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2011-08-25 |
| TX | RA | APPROVED | 2011-02-03 |
| MA | RA | APPROVED | 2010-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 01/2010 | 01/2021 |
| Ballentine Partners, Llc | Waltham | MA | 01/2021 | Present |
Family Wealth Alliance - Operations Leader Roundtable Member - unpaid Calvert School - Investment Committee member - unpaid
Reach out to this advisor