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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 |
| FL | RA | APPROVED | 2014-10-30 |
Branch Locations
5760 Commons Park Drive, East Syracuse, NY 13057 • United States
5401 South Kirkman Road Suite 310, Orlando, FL 32819 • 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 |
|---|---|---|---|---|
| John A Donohue Clu | Syracuse | NY | 06/1981 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2008 | Present |
| Diversified Wealth Strategies, Llc | East Syracuse | NY | 11/2008 | Present |
1) Insight Wealth Management, Inc., President and Owner, S-Corp established as an operating company for securities business; Conducted from branch location; Investment related. 2) Diversified Wealth Strategies, LLC, Partner and Part Owner, a private entity established as an operating company for securities business; Conducted from branch location; Investment related. 3) Fixed Insurance Sales conducted under Diversified Wealth Strategies; Conducted from branch location; Investment related. 4) DKKZ, LLC, Partner and Part Owner of a real estate partnership established to own branch office space; Conducted from branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-14 |
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