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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 |
| TX | RA | APPROVED | 2026-07-07 |
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| MA | RA | APPROVED | 2014-03-31 |
Branch Locations
370 Main Street Suite 1000, Worcester, MA 01608 • United States
Lakeville, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bartholomew And Company, Inc. | Worcester | MA | 07/2006 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2007 | 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. Ms. Scott is a Licensed Insurance Agent beginning in November 2014. Approximately 5 hours per month during business hours and approximately 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-25 |
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