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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-13 |
Branch Locations
319 Southbridge Street Suite 230, Auburn, MA 01501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2008 | 10/2025 |
| Newton Financial | Auburn | MA | 01/2008 | 06/2019 |
| Bartholomew & Company, Inc. | Worcester | MA | 06/2019 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
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