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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-08-05 |
| PA | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified, Llc | Wilmington | DE | 01/2000 | 09/2021 |
| Securities Service Network | Wilmington | DE | 02/2013 | 07/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 09/2021 |
| Purshe Kaplan Sterling Financial | Albany | NY | 07/2020 | 09/2021 |
| Diversified Planning Llc | Avondale | PA | 09/2021 | 12/2021 |
| Diversified, Llc | Wilmington | DE | 12/2021 | 06/2024 |
| Diversified Enterprises, Llc Dba Diversified, Llc | Wilmington | DE | 06/2024 | Present |
1. Fixed / Traditional Insurance 5. Agent 6. 07/2020 7. 2 hrs/mo 8. 0 hrs during trading 9. Sales of fixed / traditional insurance products 2. Diversified Real Estate LLC; Non Investment Related; 3705 Concord Pike Wilmington, DE 19803; Commercial Building Ownership; Owner; Start: 2/2022; 30 minutes/Month; 30 minutes/Month during trading hours; Triple net lease for Diversified maintaining building
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-13 |
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