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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-30 |
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 |
|---|---|---|---|---|
| Danvers Public Schools | Danvers | MA | 03/2012 | 06/2019 |
| Sun N' Air Golf Center | Danvers | MA | 08/2017 | 12/2023 |
| Keenan Financial | Boston | MA | 03/2023 | 08/2023 |
| Ballentine Partners Llc | Waltham | MA | 08/2023 | 12/2025 |
| Ballentine Partners, Llc | Waltham | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-17 |
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