Best Investors Account Sign in

Brad Edward Barthelemy

Goodman Advisory Group, LLC

Needham, MA

Claim This Profile
Current Employers
Goodman Advisory Group, Llc

160 Gould St Suite 102, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-11-15
  • MA RA
    APPROVED
    Since 2023-11-15

Branch Locations

160 Gould St Suite 102, Needham, MA 02494 • 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
Lpl Financial, Llc Needham MA 02/2019 Present
Goodman Advisory Group, Llc Needham MA 06/2019 Present
Vector Marketing Middleboro MA 05/2016 Present
Lasell College Newton MA 01/2016 05/2019
Lasell College Newton MA 08/2015 05/2019
Ymca Middleboro MA 09/2014 12/2017
  • 02/2019 → Present
    Lpl Financial, Llc
    Needham, MA
  • 06/2019 → Present
    Needham, MA
  • 05/2016 → Present
    Vector Marketing
    Middleboro, MA
  • 01/2016 → 05/2019
    Lasell College
    Newton, MA
  • 08/2015 → 05/2019
    Lasell College
    Newton, MA
  • 09/2014 → 12/2017
    Ymca
    Middleboro, MA
Other Businesses

1)10/15/2020- Goodman Advisory Group, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Needham, MA- 100% 2)10/15/2020- Vector Marketing-Direct Sales Business- Representative - Non-Inv. Related- North Andover, MA- start date 5/2016- 5hrs/mth 3) 10/20/2020 - Goodman Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: June 2019 - 160 Hours Per Month/7 Hours During Securities Trading - I provide administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 6/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-04
  • S66 Uniform Combined State Law Examination
    2022-11-04
Other Names
  • Brad Edward Barthelemy

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Needham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor