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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| CT | RA | APPROVED | 2016-09-30 |
Branch Locations
180 Glastonbury Blvd Suite 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cheshire | CT | 02/2011 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | Present |
1) SOLE OWNER OF BARTOLOTTA INVESTMENT CO. LLC, AN ENTITY CREATED TO FACILITATE REPRESENTATIVE'S SECURITIES, ADVISORY AND INSURANCE BUSINESS, LOCATED IN FARMINGTON, CT 06032, AS OF 12/09/2016; APPROXIMATELY 100% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED. 2) FIXED INSURANCE SALES BEING CONDUCTED UNDER 'CT FINANCIAL PARTNERS'. CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-20 |
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