Best Investors
Account
Sign in
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 | 2019-01-29 |
Branch Locations
370 Main Street Suite 1000, Worcester, MA 01608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | New York City | NY | 06/2017 | 09/2017 |
| Bryant University | Smithfield | RI | 09/2014 | 05/2018 |
| Bartholomew & Company, Inc. | Worcester | MA | 06/2018 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 06/2018 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | Present |
| Bartholomew & Company, Inc. | Worcester | MA | 01/2023 | Present |
| Bartholomew & Company Wealth Management, Llc | Worcester | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-04 |
Reach out to this advisor