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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-08
NY RA APPROVED 2021-06-29
  • TX RA
    APPROVED_RES
    Since 2026-04-08
  • NY RA
    APPROVED
    Since 2021-06-29

Branch Locations

5760 Commons Park Drive, East Syracuse, NY 13057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 11/2008 Present
Diversified Wealth Strategies, Llc East Syracuse NY 11/2008 Present
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-22
  • S66 Uniform Combined State Law Examination
    2000-11-22

View on SEC IAPD

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