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Inactive

Connor O'BRien

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-09
  • MA RA
    APPROVED
    Since 2026-07-09

Branch Locations

230 3Rd Avenue, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathstone Boston MA 06/2021 06/2026
Unemployed Boston MA 06/2020 06/2021
Ropes & Gray Llp Boston MA 04/2019 06/2020
Ubs Financial Services Nashville TN 06/2018 03/2019
Stonehill College Easton MA 08/2014 05/2018
Ballentine Partners, Llc Waltham MA 06/2026 Present
  • 06/2021 → 06/2026
    Pathstone
    Boston, MA
  • 06/2020 → 06/2021
    Unemployed
    Boston, MA
  • 04/2019 → 06/2020
    Ropes & Gray Llp
    Boston, MA
  • 06/2018 → 03/2019
    Ubs Financial Services
    Nashville, TN
  • 08/2014 → 05/2018
    Stonehill College
    Easton, MA
  • 06/2026 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
  • 2024-10-03 → 2026-07-01
    Pathstone
    Englewood, NJ
    Boston, MA
Designations
Other Names
  • Conner Thomas Obrien
  • Connor Obrien

View on SEC IAPD

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