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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 | 2025-10-15 |
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 |
|---|---|---|---|---|
| John Hancock | Boston | MA | 08/2016 | 08/2024 |
| John Hancock Funds | Boston | MA | 08/2016 | 08/2024 |
| Unemployed | Shrewsbury | MA | 08/2024 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Bartholomew & Company, Inc. | Worcester | MA | 10/2025 | Present |
| Bartholomew & Company Wealth Management, Llc | Worcester | MA | 07/2026 | Present |
1. Growth Accelerated, LLC. Not investment-related. Shrewsbury, MA. The other business is a shell company. Ms. Fuller is the owner and has been in this role since September 2024. Approximately 8 hours per month and less than 2 hours per week during securities trading hours. 2. Rental Property. Investment-related. Osterville, MA. This business is a rental property that is rented out to customers. Ms. Fuller has been a co-owner of the rental property since November 2021. Approximately 8 hours per month and less than 2 hours per week during securities trading hours. In this position, Ms. Fuller oversees maintenance of the property and rents out the property to customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-30 |
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