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Current Employers
Bartholomew & Company Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-16
  • MA RA
    APPROVED
    Since 2026-07-16

Branch Locations

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

Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-02-01
  • MA RA
    APPROVED
    Since 2011-02-01

Branch Locations

370 Main Street Suite 1000, Worcester, MA 01608 • 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
Bartholomew & Co. Inc. Worcester MA 10/2009 Present
Commonwealth Financial Network Waltham MA 09/2010 Present
Bartholomew & Co. Wealth Management, Llc Worcester MA 06/2026 Present
  • 10/2009 → Present
    Bartholomew & Co. Inc.
    Worcester, MA
  • 09/2010 → Present
    Waltham, MA
  • 06/2026 → Present
    Bartholomew & Co. Wealth Management, Llc
    Worcester, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-28
  • S66 Uniform Combined State Law Examination
    2011-01-28

View on SEC IAPD

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