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370 Main Street Suite 1000, Worcester, MA 01608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
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 | 2003-02-12 |
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2002 | Present |
| Bartholomew & Company, Inc. | Worcester | MA | 09/2002 | Present |
| Bartholomew & Company Wealth Management, Llc | Worcester | MA | 07/2026 | Present |
1. Antique sales (no formal name). Not investment-related. Rutland, MA. The nature of the other business is selling antiques as a hobby. Mr. Patterson is an antique salesperson since July 2014. Approximately 0 hours during business or securities trading hours. In this position he lists and sells antiques as a hobby. 2. Bartholomew & Company, Inc. Investment-related. Worcester, MA. The other business is an investment advisory firm. Mr. Patterson is a secretary for a branch office since December 2015. 0 hours spent during business and securities trading hours. In this position he signs documents as needed and performs administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-28 |
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