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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
5760 Commons Park Drive, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2008 | Present |
| Diversified Wealth Strategies, Llc | East Syracuse | NY | 11/2008 | Present |
1. SELLING FIXED INSURANCE UNDER NAME DIVERSIFIED WEALTH STRATEGIES, LLC, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. DATTELLAS WEALTH MANAGEMENT GROUP, INC, PRESIDENT AND SOLE OWNER OF A PRIVATE ENTITY CREATED AS SECURITIES BUSINESS OPERATING COMPANY, CONDUCTED AT BRANCH, INVESTMENT RELATED. 3. TRUST PROTECTOR FOR NON-FAMILY RELATED CLIENT, NOT CONDUCTED AT BRANCH, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-27 |
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