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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-18
  • NY RA
    APPROVED
    Since 2024-03-18

Branch Locations

12 Norwood Avenue, Hamburg, NY 14075 • 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
Scottrade, Inc. Orchard Park NY 10/2014 04/2017
Hsbc Securities (Usa) Inc Depew NY 06/2017 07/2019
Emerge Capital Management Buffalo NY 01/2020 08/2020
United States Census Bureau Buffalo NY 09/2020 10/2020
Wells Enterprises Dunkirk NY 11/2020 02/2021
Unemployed Buffalo NY 07/2019 01/2020
Lincoln Financial Securities Hamburg NY 02/2021 03/2024
Commonwealth Financial Network Waltham MA 03/2024 Present
Black Diamond Custom Wealth Management Hamburg NY 03/2024 Present
  • 10/2014 → 04/2017
    Scottrade, Inc.
    Orchard Park, NY
  • 06/2017 → 07/2019
    Depew, NY
  • 01/2020 → 08/2020
    Emerge Capital Management
    Buffalo, NY
  • 09/2020 → 10/2020
    United States Census Bureau
    Buffalo, NY
  • 11/2020 → 02/2021
    Wells Enterprises
    Dunkirk, NY
  • 07/2019 → 01/2020
    Unemployed
    Buffalo, NY
  • 02/2021 → 03/2024
    Lincoln Financial Securities
    Hamburg, NY
  • 03/2024 → Present
    Waltham, MA
  • 03/2024 → Present
    Black Diamond Custom Wealth Management
    Hamburg, NY
Previous Registrations
Other Businesses

1. Experimental Participant, University at Buffalo; Located at 190 Founders Prom, Getzville, NY 14068, as of 11/06/2025; 1% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Cheese Eater, Lactalis USA; tasting cheese products; Located at 70 Leland Dr., Buffalo NY 14220, as of 2/05/2026; 5% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-22
S63 Uniform Securities Agent State Law Examination 2000-09-26
  • S66 Uniform Combined State Law Examination
    2019-03-22
  • S63 Uniform Securities Agent State Law Examination
    2000-09-26
Other Names
  • Kevin Cotton Birt
  • Kevin Birt

View on SEC IAPD

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