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370 Main Street Suite 1000, Worcester, MA 01608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-16 |
Branch Locations
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 |
|---|---|---|---|
| MA | RA | APPROVED | 2011-12-13 |
Branch Locations
370 Main Street Suite 1000, Worcester, MA 01608 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2009 | Present |
| Bartholomew & Company, Inc. | Worcester | MA | 06/2009 | 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. Mr. McManus is a Licensed Insurance Agent beginning in October 2014. Approximately 1-2 hours per month. Les than 1 hour per 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 | 2010-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-05 |
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