Gregory M Diamond

Current Employers

Employment History

• 07/2000 → Present
  Gcd Advisors, Llc
  Ft. Myers, FL
• 11/2010 → 05/2023
  Ausdal Financial Partners, Inc
  Davenport, IA
• 05/2023 → 01/2024
  Woodbury Financial Services Inc
  Fort Meyers, FL
• 01/2024 → 11/2024
  Osaic Wealth, Inc.
  Fort Meyers, FL
• 09/2025 → Present
  Carson Wealth
  Vernon Hills, IL
• 09/2025 → Present
  Cwm, Llc
  Omaha, NE

Other Businesses

1)GCD ADVISORS, LLC Ft. Myers, FL; MANAGING MEMBER OF A FULL SERVICE CPA FIRM. NOT INVESTMENT RELATED; START DATE JUNE 2000; HOURS DEVOTED PER MONTH IS 80 WITH 60 OF THOSE HOURS DURING TRADING HOURS; PROVIDE TAX PLANNING AND PREPARATION SERVICES TO SMALL BUSINESSES AND FAMILIES. 2. OUTSIDE INSURANCE SALES CONDUCTED THROUGH GCD ADVISORS, LLC; INVESTMENT RELATED; Ft. Myers, FL; INSURANCE SALES OF LIFE, LONG TERM CARE AND EQUITY INDEXED ANNUITIES; AGENT; ACTIVITY BEGAN 05/2017; I DEVOTE APPX 3 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; SALE OF INSURANCE PRODUCTS; COMPENSATION IS COMMISSION. 3. GCD ADVISORS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/22/2000 ADDRESS: Ft. Myers FL 33913, United States DESCRIPTION: CPA providing tax and accounting services to individuals, families and small businesses 4. GCD ADVISORS, LLC POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2003 ADDRESS: Ft. Myers FL DESCRIPTION: Run all day to day operations 5. CWM, LLC INVESTMENT ADVISOR INVESTMENT ADVISER REPRESENTATIVE SINCE 09/2025 INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-11-12
• S65 Uniform Investment Adviser Law Examination
  2002-08-07

Designations