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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-02 |
Branch Locations
5760 Commons Park, East Syracuse, NY 13057 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | East Syracuse | NY | 05/2010 | 09/2025 |
| Farther | East Syracuse | NY | 09/2025 | Present |
1. FIXED INSURANCE SALES UNDER DIVERSIFIED WEALTH STRATEGIES, LLC. AT BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-18 |
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