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Advisor at BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC
WORCESTER, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC | No RAUM reported | Jul 27, 2026 | n/a | yes | WORCESTER, MA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jun 27, 2025 | Aug 20, 2026 | no | WORCESTER, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC | Aug 20, 2026 | Jul 27, 2026 | -24 | Firm change | Ibd to new firm |