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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-08 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
5760 Commons Park Drive, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2008 | Present |
| Diversified Wealth Strategies, Llc | East Syracuse | NY | 11/2008 | Present |
1. SELLING FIXED INSURANCE PRODUCTS UNDER DBA NAME, DIVERSIFIED WEALTH STRATEGIES, LLC, AS INSURANCE AGENT,CONDUCTED AT BRANCH OFFICE, INVESTMENT RELATED. 2. GRC WEALTH MANAGEMENT, INC., OWNER AND PRESIDENT, OPERATING COMPANY, CONDUCTED AT BRANCH, INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-22 |
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