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370 Main Street Suite 1000, Worcester, MA 01608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
Branch Locations
370 Main Street Suite 1000, Worcester, MA 01608 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-08-22 |
Branch Locations
370 Main Street Suite 1000, Worcester, MA 01608 • United States
100 Front Street 6Th Floor, Worcester, MA 01608 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shepherd & Goldstein Llp | Worcester | MA | 12/1990 | 06/2024 |
| H.D. Vest Investment Services | Worcester | MA | 02/2010 | 08/2019 |
| H.D. Vest Advisory Services | Milford | MA | 02/2010 | 08/2019 |
| Hdvest Insurance Services | Milford | MA | 02/2010 | 08/2019 |
| Commonwealth Financial Network | Waltham | MA | 08/2019 | Present |
| Sg Wealth Management Group, Llc | Worcester | MA | 09/1999 | Present |
| Bartholomew & Company Wealth Management, Llc | Worcester | MA | 07/2026 | Present |
| Allen W Dillaire | Webster | MA | 12/2024 | Present |
1. SG Wealth Management Group. Investment-related. Worcester, MA. The nature of the other business is selling fixed insurance products. Mr. Dillaire is a Licensed Insurance Agent beginning in September 1999. Approximately 16 hours per month and 4 hours per week during securities trading hours. The duties of this position are to solicit, market, and sell fixed insurance products including life insurance and fixed annuities; provide insurance-related consultations to clients. 2. SG Wealth Management Group, LLC. Investment-related. Worcester, MA. A private entity established to facilitate securities, advisory, and insurance business. Mr. Dillaire is a co-owner since September 1999. Approximately 16 hours per month and 4 hours per week during securities trading hours. The duties of this position are to facilitate securities, advisory, and insurance business. 3. Allen W. Dillaire. Not investment-related. Worcester, MA. Tax Preparation & General Accounting services. Mr. Dillaire is an Independent Tax Preparer & Accountant since December 2024. Approximately 20 hours per month and 5 hours per week during securities trading hours. The duties of this position are tax preparation and general accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-30 |
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