Best Investors
Account
Sign in
230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-11-09 |
| FL | RA | APPROVED | 2022-01-27 |
| ME | RA | APPROVED | 2020-11-23 |
| MA | RA | APPROVED | 2019-06-04 |
Branch Locations
230 Third Avenue 6Th Floor, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Bangor | ME | 08/2018 | 05/2019 |
| Tiaa | Waltham | MA | 06/2018 | 08/2018 |
| Ameriprise Financial Services | Bangor | ME | 10/2017 | 05/2018 |
| Brewer Timing Services | Orrington | ME | 04/2014 | 05/2019 |
| H&R Block | Bangor | ME | 10/2017 | 04/2019 |
| Uber | Bangor | ME | 11/2018 | 12/2018 |
| Hero's Sports Grill | Bangor | ME | 07/2017 | 10/2017 |
| Mclaughlin's Restaurant | Hampden | ME | 06/2015 | 06/2017 |
| University Of Maine | Orono | ME | 08/2017 | 05/2019 |
| University Of New England | Biddeford | ME | 08/2016 | 05/2017 |
| Ballentine Partners Llc | Waltham | MA | 05/2019 | 07/2021 |
| Ballentine Partners, Llc | Waltham | MA | 08/2021 | 02/2025 |
| Ballentine Partners, Llc | Waltham | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-12 |
Reach out to this advisor