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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-18 |
| NH | RA | APPROVED | 2024-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Private Wealth Advisors | Wellesley | MA | 03/2016 | 05/2017 |
| Ballentine Partners Llc | Waltham | MA | 05/2017 | 01/2018 |
| Ballentine Partners Llc | Waltham | MA | 01/2018 | 10/2018 |
| Daintree Advisors Llc | Boston | MA | 11/2018 | 12/2021 |
| Cerity Partners Llc | Boston | MA | 01/2022 | 02/2023 |
| Crestwood Advisors Group, Llc | Boston | MA | 03/2023 | 04/2024 |
| Ballentine Partners, Llc | Waltham | MA | 04/2024 | 12/2025 |
| Ballentine Partners, Llc | Waltham | MA | 01/2026 | Present |
• Name of the other business: Bentley University • Whether the business is investment related: No • Address of the other business: 175 Forest St, Waltham, MA 02452 • Nature of the other business: Education • Your position, title, or relationship with the business: Adjunct Professor • Start date of your relationship: 07/30/2026 • Approximate number of hours per month devoted to the business: 30 hours per month • Number of hours devoted to the business during securities trading hours: 0 • Brief description of your duties relating to the business: Teach undergraduate finance courses, prepare and deliver lectures, develop course materials and assignments, evaluate student performance, hold office hours, and provide academic guidance related to course content.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-02 |
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