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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-28 |
| NH | RA | APPROVED | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lawrence University | Appleton | WI | 08/2023 | 04/2026 |
| Ballentine Partners, Llc | Waltham | MA | 05/2026 | Present |
| Mtm Printing Co | College Point | NY | 06/2025 | 08/2025 |
| A. Schaufelberger | Baar | 06/2024 | 09/2024 | |
| Equans Ag | Zurich | 06/2023 | 09/2023 | |
| Kust- Und Sportschule Cham | Cham | 07/2016 | 08/2017 | |
| Schweizerische Sportmittelschule Engelberg | Engelberg | 09/2017 | 06/2021 | |
| Unemployed | Odessa | TX | 06/2021 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-20 |
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