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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-30 |
Branch Locations
333 West Washington Street Suite 500, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Capital Management | Syracuse | NY | 02/2006 | Present |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 06/2015 | 09/2024 |
| Bowers & Company Cpa'S | Syracuse | NY | 07/2004 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
| Etfidea, Llc | Syracuse | NY | 11/2015 | Present |
1. Fixed insurance sales; as of 10/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Bowers & Company, CPAs PLLC; CPA firm; Located at 333 W Washington St, Syracuse, NY 13202; as of 1992; 95% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Tax Preparation and Consulting, Bowers & Company, CPAs PLLC; Located at 333 W Washington St, Syracuse, NY 13202; as of 1992; 95% of time spent during business hours; Not conducted at branch; Not investment related. 4. Co-Owner, Diversified Capital Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/31/2014; 5% time spent during business hours; Conducted at branch; Investment related. 5. Tax Preparation and General Accounting, Bowers Advisors, LLC; Located at 333 W Washington St, Syracuse, NY 13202; as of 11/01/2025; 75% of time spent during business hours; Not conducted at branch; Not investment related. 6. Co-owner, Bowers Advisors, LLC; CPA firm; Located at 333 W Washington St, Syracuse, NY 13202; as of 11/01/2025; 75% of time spent during business hours; Not conducted at branch location; Not Investment related. 7. Co-owner, Bowers Investors, LLC; CPA firm; Located at 333 W Washington St, Syracuse, NY 13202; as of 12/01/2025; 1% of time spent during business hours; Not conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-19 |
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