Thomas John Bartholomew

Current Employers

Employment History

• 07/1994 → Present
  Commonwealth Equity Services, Inc.
  Worcester, MA
• 07/1994 → Present
  Bartholomew & Company, Inc.
  Worcester, MA
• 07/2026 → Present
  Bartholomew & Company Wealth Management, Llc
  Worcester, MA

Other Businesses

1. Bartholomew & Company, Inc. Investment-related. Worcester, MA. The nature of the business is financial services. Mr. Bartholomew is President, Founder & Chairman since June 1994. Approximately 160 or more hours per month and 40 or more hours per week during securities trading hours. The duties include being a 67% owner and founder, as well as overseeing the overall operations of the company. 2. CES Insurance and Ash Brokerage. Investment-related. Worcester, MA. Fixed Insurance Sales. Mr. Bartholomew is a Producer and Servicing Agent since December 2004. Approximately 1-3 hours per month and 0-1 hours per week during securities trading hours. The duties include producing fixed insurance product sales. 3. BCI Insurance Agency. Investment-related. Worcester, MA. The nature of the business is processing insurance business. Mr. Bartholomew is the President and Sole Owner since June 2011. Less than 1 hour per month and less than 1 hour during securities trading hours. The duties include being the sole owner of this entity and processing insurance business. 4. Greater Worcester Community Foundation. Not investment-related. Worcester, MA. The business is a non-profit focused on philanthropic leadership. Mr. Bartholomew is the Treasurer since August 2006. Approximately 2-3 hours per month and less than 1 hour per week during securities trading hours. The duties of this position are those associated with being a treasurer for an organization. 5. Worcester Art Museum. Not investment-related. Worcester, MA. The business is a non-profit art museum. Mr. Bartholomew is a Corporator since April 2011. Approximately less than 1 hour per month and 0-1 hours per week during securities trading hours. The duties of this position are being a philanthropic supporter. 6. Marianne DeMarco 2011 Family Irrevocable Trust. Not investment-related. Agawam, MA. Non-family related trust. Mr. Bartholomew is a Co-Trustee since January 2012. Approximately less than 1 hour per month and 0-1 hours per week during securities trading hours. The duties include being a co-trustee acting jointly with other co-trustees. 7. Melissa D. Bois 2011 Family Irrevocable Trust. Not investment-related. Agawam, MA. Non-family related trust. Mr. Bartholomew is a Co-Trustee since January 2012. Approximately less than 1 hour per month and 0-1 hours per week during securities trading hours. The duties include being a co-trustee acting jointly with other co-trustees. 8. DeMarco 2015 Irrevocable Trust. Not investment-related. Agawam, MA. Non-family related trust. Mr. Bartholomew is a Co-Trustee since December 2015. Approximately less than 1 hour per month and 0-1 hours per week during securities trading hours. The duties include being a co-trustee acting jointly with other co-trustees. 9. The DeMarco Grandchildren Trust of 2016. Not investment-related. Agawam, MA. Non-family related trust. Mr. Bartholomew is a Co-Trustee since January 2017. Approximately less than 1 hour per month and 0-1 hours per week during securities trading hours. The duties include being a co-trustee acting jointly with other co-trustees.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1986-12-03