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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-05 |
Branch Locations
5760 Commons Park Drive, East Syracuse, NY 13057 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2023 | 04/2024 |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | 01/2026 |
| Pennsylvania State University, Harrisburg Campus | Middletown | PA | 08/2019 | 12/2023 |
| Bishop Ludden Junior/Senior High School | Syracuse | NY | 09/2013 | 06/2019 |
| Tanner Valley Golf Course | Syracuse | NY | 04/2019 | 08/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Diversified Wealth Strategies, Llc | East Syracuse | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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