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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 | 2026-07-06 |
Branch Locations
405 Cochituate Road Suite 305, Framingham, MA 01701 • United States
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 | 2026-03-27 |
| MA | RA | APPROVED | 2020-06-19 |
Branch Locations
405 Cochituate Rd Suite 305, Framingham, MA 01701 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Westborough | MA | 08/2013 | 06/2020 |
| Commonwealth Financial Network | Waltham | MA | 06/2020 | Present |
| Bartholomew & Company, Inc. | Worcester | MA | 06/2020 | 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. Moran is a Licensed Insurance Agent beginning in March 2021. Approximately 8 hours per month and 2 hours a 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 | 2019-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-03 |
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