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370 Main Street Suite 1000, Worcester, MA 01608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-16 |
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 | 2018-04-30 |
Branch Locations
370 Main Street Suite 1000, Worcester, MA 01608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason Investor Services, Llc | Stamford | CT | 05/2008 | 04/2018 |
| Legg Mason & Co Llc. | Northborough | MA | 05/2008 | 04/2018 |
| Clearbridge Investments Llc | New York | NY | 06/2009 | 04/2018 |
| Commonwealth Financial Network | Waltham | MA | 04/2018 | Present |
| Bartholomew & Company, Inc. | Worcester | MA | 04/2018 | Present |
| Bartholomew & Company Wealth Management, Llc | Worcester | MA | 07/2026 | Present |
CES Insurance and Ash Brokerage. Investment-related. Worcester, MA. The nature of the other business is selling fixed insurance products. Mr. Cushman is a Licensed Insurance Agent beginning in June 2019. Approximately 3 hours per month are spent on this business and less than 1 hour 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-09 |
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