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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
Bonita Springs, FL • United States
5760 Commons Park Dr, East Syracuse, NY 13057 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2008 | 09/2025 |
| Farther | East Syracuse | NY | 09/2025 | Present |
1. Name of other business: Diversified Wealth Strategies, LLC; Is business Investment related: No; Address of other business: 5760 Commons Park Drive, East Syracuse, NY 13057; Nature of other business: DBA and Expense Sharing Entity; Your position: Member; Start date of relationship: 2008; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 1; Briefly describe duties: Office management. 2. Name of other business: DKKZ, LLC; Is business Investment related: No; Address of other business: 5760 Commons Park Drive, East Syracuse, NY 13057; Nature of other business: Real Estate Ownership; Your position: Member; Start date of relationship: 2008; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 2; Briefly describe duties: Property Management. 3. Name of other business: WTZ Wealth Management, Inc.; Is business Investment related: Yes; Address of other business: 5760 Commons Park Drive, East Syracuse, NY 13057; Nature of other business: Investment Management and Financial Planning; Your position: President; Start date of relationship: 2015; Approx. # of hours /month devote to other business: 150; Number of hours devoted to other business during securities trading hours: 130; Briefly describe duties: Investment Management and Financial Planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-28 |
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