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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-30 |
| FL | RA | APPROVED | 2015-07-23 |
| MA | RA | APPROVED | 2015-07-06 |
Branch Locations
3801 Pga Blvd. Suite 810, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners Llc | Palm Beach Gardens | FL | 04/2015 | Present |
Immediate Past President - 2020-21 + Presidents' Council - Impact Palm Beaches - Leadership position, member of President's Council, not compensated, outside business hours Board of Directors of the Girl Scouts of Southeast Florida - Board member, not compensated, outside business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-02 |
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