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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 | Oct 15, 2025 | n/a | yes | WORCESTER, MA | Current employment |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | Asset manager | Apr 24, 2019 | Sep 4, 2024 | no | BOSTON, MA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jun 4, 2003 | Apr 22, 2004 | no | WEEHAWKEN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | COMMONWEALTH FINANCIAL NETWORK | Sep 4, 2024 | Oct 15, 2025 | 406 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | Apr 22, 2004 | Apr 24, 2019 | 5,480 | Firm change after gap | Other |