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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 | 2026-03-23 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
5760 Commons Park Drive, East Syracuse, NY 13057 • United States
100 Metropolitan Park Dr. Ste. 500, Liverpool, NY 13088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2008 | Present |
| Diversified Wealth Strategies, Llc | East Syracuse | NY | 11/2008 | Present |
1. DIVERSIFIED WEALTH STRATEGIES, LLC, INSURANCE AGENT SELLING FIXED INSURANCE, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. DIVERSIFIED WEALTH STRATEGIES, LLC, OWNER OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 3. KAIROS WEALTH MANAGEMENT, LLC, SOLE OWNER OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES AND INVESTMENT ADVISORY BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 4. DKKZ, LLC, MEMBER OF PRIVATE REAL ESTATE HOLDING COMPANY THAT OWNS BRANCH LOCATION BUILDING, CONDUCTED AT BRANCH, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-06 |
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