Susan Kelley

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-07-16

Branch Locations

Lee, MA • United States

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-25
MA	RA	APPROVED	2021-01-26

Branch Locations

Lee, MA • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Unibank For Savings	Whitinsville	MA	09/2010	05/2017
Adams Community Bank	Adams	MA	05/2017	08/2019
Commonwealth Financial Network/Bartholomew & Co., Inc.	Worcester	MA	08/2019	Present
Commonwealth Financial Network	Waltham	MA	08/2019	Present
Bartholomew & Company Wealth Management, Llc	Worcester	MA	07/2026	Present

09/2010 → 05/2017

Unibank For Savings

Whitinsville, MA
05/2017 → 08/2019

Adams Community Bank

Adams, MA
08/2019 → Present

Commonwealth Financial Network/Bartholomew & Co., Inc.

Worcester, MA
08/2019 → Present

Commonwealth Financial Network

Waltham, MA
07/2026 → Present

Bartholomew & Company Wealth Management, Llc

Worcester, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-12

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