Detail by Officer/Registered Agent Name

Foreign Limited Liability Company

BALLENTINE PARTNERS, LLC

Filing Information
M15000002184 27-1557796 03/24/2015 DE ACTIVE LC AMENDMENT 07/30/2015 NONE
Principal Address
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Changed: 03/08/2016
Mailing Address
P O BOX 1860
WOLFEBORO, NH 03894

Changed: 03/08/2016
Registered Agent Name & Address CORPORATION SERVICE COMPANY
1201 HAYS STREET
TALLAHASSEE, FL 32301-2525
Authorized Person(s) Detail Name & Address

Title President, CEO

MCMORROW, ANDREW
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Title CFO

POTTER, JEFFREY
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Title Manager, Chief Creative Officer

Edwards-Pitt, Coventry
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Title CIO

Chandler, Christopher
3801 PGA Blvd
Suite 810
Palm Beach Gardens, FL 33410

Title Manager, COO

Tubman, J. Barry
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Title Executive Chairman

Hopkins, Stephen
P O BOX 1860
WOLFEBORO, NH 03894

Title Manager, Chief Development Officer

DeAngelis, Jayson
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Title Chief Wealth Advisory Officer

Ochlis, Adam
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Title Manager, Head of HNW

Murtie, Jennifer
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Title CIO

Chiappinelli, Peter
230 3RD AVE 6TH FLOOR
WALTHAM, MA 02451

Annual Reports
Report YearFiled Date
2022 01/28/2022
2023 01/20/2023
2024 01/24/2024