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Current Employers
Bartholomew & Company Wealth Management, Llc

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-27
  • MA RA
    APPROVED
    Since 2026-07-27

Branch Locations

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-15
  • MA RA
    APPROVED
    Since 2025-10-15

Branch Locations

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
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
  • 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
Other Names
  • Michelle Marie Aquino

View on SEC IAPD

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