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.

Current firm

BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

2

Exams

S63|S65

First exam

Feb 9, 1998

First registration

Dec 16, 2015

Dual registered

yes, broker-dealer

Other names

TARA COLLEEN RYAN

IAPD individual key

2957949

Graph

RIA / Wealth Management

Canonical id

dfx:ria:68781210-e7b3-502c-3039-d4d78570089b

First observed

Dec 16, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.