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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 | 2026-06-09 |
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 |
|---|---|---|---|---|
| Celsiusskolan | Uppsala | 08/2015 | 06/2018 | |
| Saint Leo University | Saint Leo | FL | 08/2018 | 05/2022 |
| Cliftonlarsonallen Llp | Tampa | FL | 06/2022 | 08/2022 |
| Boston University | Boston | MA | 09/2022 | 01/2024 |
| Bartholomew & Company Inc | Worcester | MA | 05/2024 | Present |
| Boston University | Boston | MA | 06/2023 | 08/2023 |
| Unemployed | Boston | MA | 02/2024 | 05/2024 |
| Bartholomew & Company Wealth Management, Llc | Worcester | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
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