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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-29 |
| MA | RA | APPROVED | 2023-11-21 |
| NH | RA | APPROVED | 2023-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 07/2023 | Present |
| Brady Sullivan Properties | Manchester | NH | 05/2020 | 01/2022 |
| University Of New Hampshire | Durham | NH | 08/2021 | 05/2023 |
| University Of New Hampshire | Durham | NH | 08/2019 | 05/2023 |
| Trinity High School | Manchester | NH | 08/2015 | 06/2019 |
Ohana Real Estate - Coldwell Banker - Real Estate Agent - compensated, not during business hours. NASM - Certified Personal Trainer - help out within the gym as needed - compensated, not during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
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