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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-30 |
Branch Locations
333 West Washington Street Suite 500, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 06/2005 | 09/2024 |
| Diversified Capital | Syracuse | NY | 06/2005 | Present |
| Etfidea, Llc | Syracuse | NY | 05/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
1. Fixed insurance sales; as of 05/2005; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Director of Operations, Eastwood Dental Office, PC; Located at 2326 James St., Syracuse, NY 13206, as of 01/2010; 5% of time spent during business hours; Not conducted at branch location; Not investment related. 3. IAR of ETFIDEA offering asset management and financial planning services; less than 1% of time spent during business hours; conducted at branch location; investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-01 |
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