This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BALLENTINE PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Nov 9, 2018

First registration

Nov 13, 2018

Dual registered

no

IAPD individual key

7001143

• Occurred

  Mar 25, 2025
  Advisor changed firm

  Alisa Michelle Foster left The Wealth Consulting Group for Ballentine Partners (registered 2025-12-08)

  Form ADVobserved 4 days ago
• Occurred

  Feb 8, 2022
  Advisor changed firm

  Alisa Michelle Foster left Capital Benchmark Partners, Llc for The Wealth Consulting Group (registered 2023-05-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ebbc943-cd60-1e8d-726b-c12aca73e88a

First observed

Nov 13, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.