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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-14 |
| PA | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
Scottsdale, AZ • United States
3705 Concord Pike, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2002 | 02/2018 |
| Integrity Wealth Consulting, Llc | Wexford | PA | 04/2003 | 12/2025 |
| Geneos Wealth Mangement Inc | Wexford | PA | 02/2018 | 12/2025 |
| Diversified, Llc | Wexford | PA | 12/2025 | Present |
1) 51 PROPERTIES LLC, Not Investment-Related, 9759 E Cavalry Dr Scottsdale AZ 85262 , Real-Estate Leasing, Owner, Start Date, Minimal Hours/Month, 0 Hours/Month during Trading Hours 2) 12/2003 Independent Licensed insurance Agent; Investment Related; Pennsylvania/National; Life Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-22 |
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