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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-12 |
Branch Locations
180 North Riverview Drive Suite 220, Anaheim Hills, CA 92808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Investment Services | Anaheim Hills | CA | 06/2014 | Present |
Trustee, The Leonardo M. Aurelio and Elsa R. Aurelio Revocable Family Trust, located in Carson, CA, as of 05/10/2022; Approximately 0% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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