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58 Boston Street, Guilford, CT 06437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-15 |
| NY | RA | APPROVED | 2021-04-08 |
| ME | RA | APPROVED | 2018-05-07 |
| OH | RA | APPROVED | 2007-01-11 |
| TX | RA | APPROVED_RES | 2002-08-26 |
| CT | RA | APPROVED | 2000-07-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Diastole Wealth Management | Guilford | CT | 08/2002 | Present |
BOSTON STREET REAL ESTATE PARTNERS, PRINCIPAL, 58 BOSTON STREET, GUILFORD, CT, 06437, START DATE 06/2005; 2 HOURS/MONTH. EDEN PARTNERS, PRINCIPAL, 58 BOSTON STREET, GUILFORD, CT 06437, START DATE 12/2008; 4 HOURS/WEEK. DIASTOLE WEALTH MANAGEMENT, INC./ INVESTMENT RELATED/58 BOSTON STREET, GUILFORD, CT 06437/INVESTMENT ADVISER/40 HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-06 |
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