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Advisor at DIVERSIFIED, LLC
Scottsdale, AZ | WILMINGTON, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DIVERSIFIED, LLC | Independent wealth | Dec 1, 2025 | n/a | yes | Scottsdale, AZ|WILMINGTON, DE | Current employment |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Mar 1, 2018 | Dec 2, 2025 | no | Englewood, CO|Scottsdale, AZ|Wexford, PA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jul 21, 2010 | Mar 2, 2018 | no | SCOTTSDALE, AZ|WEXFORD, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | DIVERSIFIED, LLC | Dec 2, 2025 | Dec 1, 2025 | -1 | Firm change | Ibd to RIA |
| COMMONWEALTH FINANCIAL NETWORK | GENEOS WEALTH MANAGEMENT, INC. | Mar 2, 2018 | Mar 1, 2018 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120894:331709:PA:2025-12-02 | Dec 2, 2025 | Dec 1, 2025 | WEXFORD, PA | Firm change |
| 8032:120894:PA:2018-03-02 | Mar 2, 2018 | Mar 1, 2018 | WEXFORD, PA | Firm change |