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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| 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 | 07/2015 | Present |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 07/2015 | 09/2024 |
| Etfidea, Llc | Syracusse | NY | 07/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
1. Co-Owner, Diversified Capital Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 07/2015; 100% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 09/30/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. IAR of ETFIDEA offering asset management and financial planning services; 40% of time spent during business hours; conducted at branch location; investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-25 |
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