JD
Joseph S. Deitch
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CRD#: 840025
JD
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Joseph Samuel Deitch was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 1977. Joseph had worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 1, Series 27, Series 24, F04 and Series 40 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Co-owner & Chairman; C.E.S. Insurance Agency, LLC, 1979 Holding Company, LLC, Odd Couple, Inc., Commonwealth Continuum Advisors, LLC, Commonwealth Equity Services, LLC, Gratitude Holdings, Inc., CFN Holdings Company LLC, Commonwealth Investment Partners, LLC; entities involved in Commonwealth Financial Network; Miami Beach, FL; as of 2019; 20% time; Not at branch; Inv. related 2.CFN Ventures LLC, CEO, holding co for 1979 Holding Company, LLC, at branch, inv. related 3.Claridge Insurance Co, president, at branch, inv. related 4.Co-owner, MJ Crunch, LLC; as of 11/10/14; 1% time; at branch; Inv. related 5.Owner, MFD FGTT, LLC; as of 06/05/17; 1% time; at branch; Inv. related 6.Owner, Winding Bay Cottage, LTD, real estate, as of 10/06/14; 1% time; at branch; Inv. related 7.Owner, Deitch Canyons Peak, LLC, real estate, as of 12/27/16; 1% time; at branch; Inv. related 8.Owner, 108 Timberline Rd, LLC, real estate, as of 12/01/04; 1% time; at branch; Inv. related 9. Board Member, Co-owner, Chairman, Advisor360, LLC, entity involved in financial technology platforms; As of 01/11/19; 15% of time; at branch; Not Inv. related 10.Co-owner & Chairman, Gratitude Advisor 360, Inc., Level Above LLC, Advisor 360, LLC; entities in ownership of Advisor 360, LLC; Miami Beach, FL; as of 2019; 10% time; Not at branch; Not Inv. related 11.Manager, MFD 2020 LLC, entity to hold investments; as of 06/15/20; 1% time; Conducted at branch; Inv. related 12.Owner, JoeContinuumS2305, LLC, real estate, as of 06/04/19; 1% time; at branch; Inv. related 13.Owner, DF Ridge Home LLC, real estate in Bahamas, as of 08/22; 1% time; Not at branch; Inv. related 14.Manager, DF Golf Holdings LLC, entity to own Southworth Development; Miami Beach, FL; as of 08/20/20; 1% time; Not at branch; Not Inv. related 15.Owner, DF MGR LLC, entity to hold investments; Miami Beach, FL; as of 06/15/20; 1% time; Not at branch; Inv. related 16.Trustee, family trust; Miami Beach, FL, as of 04/28/94; 1% time; Not at branch; Not inv. related 17.Owner, Claridge Venture Partners, LLC; family office; as of 01/22/19; 1% time; at branch; Not Inv. related 18.Co-Owner, Southworth International Management, LLC, entity in real estate in Argyll, Scotland, as of 2007; 1% time; Not at branch; Inv. related 19. Chairman, Southworth Villages LLC, Southworth Development LLC, Southworth International Holdings LLC, Southworth Virginia LLC, Southworth Cape Cod Holdings LLC, Southworth Manager LLC, Southworth Bahamas LLC, NorthShore Golf Holdings LLC, Southworth NH LLC, Southworth Park LLC, One Twenty Wells Avenue Holding Company LLC, Kenoza Properties LLC, Southworth Aldie LLC, Creighton Farms Land Company LLC, Southworth Cape Development LLC, real estate, as of 2007; 1% time, Not at branch; Inv. related 20. Trustee, MFD 2021 Issue Trust; as of 12/21; 1% time; at branch; Inv related
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
April 14, 1994 - August 1, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
WALTHAM, MA
Past
November 6, 1979 - August 1, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
November 8, 1978 - December 5, 1979
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Past
July 6, 1977 - February 5, 1979
NEW ENGLAND SECURITIES
BD
CRD#: 615
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
COMMONWEALTH FINANCIAL NETWORK
2250 FINANCIAL SERVICES INC | BOWMAN ASSET MANAGEMENT, INC. | BOUCHARD AND ASSOCIATES | BOTHFELD FINANCIAL PARTNERS | BOSTONPREMIER WEALTH, LLC | BOSTONNORTH FINANCIAL SERVICES, INC. | BOSTON WEALTH STRATEGIES | BONEBRAKE FINANCIAL PLANNING & WEALTH MANAGEMENT | BLUEPRINT WEALTH ADVISORS, LLC | BLUEPRINT WEALTH ADVISORS | BLUEGRASS LEGACY GROUP | BLUE RIVER GROUP, LLC | BLUE HILLS WEALTH MANAGEMENT | BLUE HAVEN STRATEGIC FINANCIAL GROUP | BLASER INVESTMENT MANAGEMENT GROUP INC. | BLAKELY FINANCIAL | BLACK POINT WEALTH MANAGEMENT | BLACK DIAMOND CUSTOM WEALTH MANAGEMENT | BISHOP FINANCIAL | BISDORF PALMER, LLC | BIFFEN WEALTH MANAGEMENT | BIESTEK WEALTH MANAGEMENT, LLC | BIENVENU WEALTH MANAGEMENT | BIANCHI WEALTH MANAGEMENT | BEVAN WEALTH MANAGEMENT | BESTGEN WEALTH MANAGEMENT, LLC | BEST TIMES FINANCIAL | BERTHOLD CAPITAL, LLC | BERKSHIREBANC INVESTMENT SERVICES | BERKS FINANCIAL | BENZ FINANCIAL SERVICES, INC. | BENZ FINANCIAL GROUP | BENJAMIN AND COMPANY | BENJAMIN & COMPANY, LLC | BENISON FINANCIAL SERVICES | BENETAS WEALTH | BENCHMARK INVESTMENTS & INSURANCE | BELOIN INVESTMENT GROUP | BELL RETIREMENT STRATEGIES | BELL FINANCIAL | BEEBE FINANCIAL SERVICES | BEACON INVESTMENT MANAGEMENT | BEACON FINANCIAL PLANNING SERVICES, LLC | BDS FINANCIAL SERVICES | BDS FINANCIAL NETWORK | BAY HARBOR PRIVATE WEALTH GROUP | BARTHOLOMEW & COMPANY, INC. | BARSTOW AND COMPANY, LLC | BARRON WEALTH STRATEGIES | BANYAN FINANCIAL SERVICES | BANNON & COMPANY, LLC | BANKRI INVESTMENT SERVICES | BANK RHODE ISLAND INVESTMENT SERVICES | BANK OF PRAIRIE DU SAC | BALLAST WEALTH PARTNERS | BALL FINANCIAL SERVICES COMPANY | BAILEY & BEATTY FINANCIAL SERVICES, LLC | BACKNINE ADVISORS, LLC | BACK COVE FINANCIAL | AZIMUTH WEALTH MANAGEMENT, INC | AZCA FINANCIAL GROUP, LLC | AXIAL FINANCIAL GROUP | AXIAL BENEFITS GROUP | AVERY AND POPE WEALTH MANAGEMENT | AVENOR WEALTH | AVANT-GARDE WEALTH PARTNERS | AUSTIN FINANCIAL MANAGEMENT, INC. | AUGUSTINE FINANCIAL, LLC | AUCOIN WEALTH MANAGEMENT | ATTICUS WEALTH MANAGEMENT | ATLANTIC WEALTH STRATEGIES, LLC | ATLANTIC WEALTH MANAGEMENT, LLC | ATLANTIC WEALTH ADVISORS, LLC | ASTLE INVESTMENT MANAGEMENT | ASSET ADVISORY SERVICES, INC. | ASSAY WEALTH PARTNERS, LLC | ASHWOOD ADVISORS, LLC | ASHOKAN WEALTH MANAGEMENT | ASCEND WEALTH MANAGEMENT | ASCEND FINANCIAL GROUP | ARTISAN FINANCIAL GROUP | ARTHA WEALTH ADVISORS | ARQ FINANCIAL GROUP | ARKHITEKTON FINANCIAL GROUP | ARBOR FINANCIAL SERVICES | APT ASSET MANAGEMENT, LLC | APPOLITO AND ASSOCIATES WEALTH & RETIREMENT PLANNING | APOGEE WEALTH ADVISORS LLC | APEX WEALTH ADVISORS | APEL ASSOCIATES | AP FINANCIAL | ANTONE MERCURIO LLC | ANTON LEMIEUX FINANCIAL GROUP | ANLON FINANCIAL STRATEGIES | ANGELO PLANNING GROUP | ANDREW HOFF AGENCY | ANDRA WEALTH MANAGEMENT | ANDERSON WEALTH MANAGEMENT | AMS FINANCIAL GROUP | AMIDON & PETERSEN FINANCIALS | AMES FINANCIAL SERVICES | AMERICAN NATIONAL WEALTH MANAGEMENT | ALMA WEALTH | ALLISON FINANCIAL GROUP, INC. | ALLIANCE PRIVATE WEALTH LLC | ALLIANCE FINANCIAL PLANNING | ALLFLUENT WEALTH MANAGEMENT LLC | ALLEN WEALTH MANAGEMENT | ALLEN INSURANCE AND FINANCIAL | ALLEN FINANCIAL GROUP | ALLEGIANT WEALTH STRATEGIES | ALLEGIANT WEALTH MANAGEMENT GROUP | ALIGN WEALTH STRATEGIES | ALIGN RETIREMENT PLAN ADVISORS | ALFSTAD CAPITAL, LLC | AIKEN FINANCIAL PLANNING, LLC | AGENCY WEALTH PARTNERS | AGENCY WEALTH PARTNER | AFFLUERE FINANCIAL SERVICES | AFFINITY WEALTH SOLUTIONS | AFFINITY ASSET MANAGEMENT | AERAN ASSET MANAGEMENT | AEGIS CONSULTING | ADVISORY GROUP WEST | ADVANTIS WEALTH PARTNERS | ADVANCED WEALTH MANAGEMENT | ADVANCED GROUP FINANCIAL SERVICES | ADVANCED FINANCIAL GROUP | ADVANCED CORPORATE SOLUTIONS LTD | ADDESSI FINANCIAL PARTNERS | ADAMS & ASSOCIATES | ACS ADVISORY LLC | ACRE EQUITY ADVISORS | ACORN FINANCIAL | AC FINANCIAL PARTNERS | A BETTER FINANCIAL GROUP, INC. | A BETTER FINANCIAL GROUP, INC | 7G WEALTH MANAGEMENT | 7 STREETS FINANCIAL LLC | 7 GRAINS PLANNING & INVESTMENTS | 4TH QUARTER WEALTH MANAGEMENT | 4RIVERS WEALTH MANAGEMENT | 44 NORTH FINANCIAL PARTNERS | 401K TEAM | 401K PLAN CONSULTANTS, LLC | 3RIVERS FINANCIAL | 307 FINANCIAL SERVICES, LLC...
CRD#: 8032 / SEC#: 801-41541, 8-24040
RIA
Registered Investment Advisory firm - SEC (6/11/1992 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/25/1977
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 9/13/1980
Financial Principal ExaminationPrincipal/Supervisory Exam
RR
Series 40
Date: 11/22/1978
Registered Principal ExaminationCurrent Firm
COMMONWEALTH FINANCIAL NETWORK
2250 FINANCIAL SERVICES INC | BOWMAN ASSET MANAGEMENT, INC. | BOUCHARD AND ASSOCIATES | BOTHFELD FINANCIAL PARTNERS | BOSTONPREMIER WEALTH, LLC | BOSTONNORTH FINANCIAL SERVICES, INC. | BOSTON WEALTH STRATEGIES | BONEBRAKE FINANCIAL PLANNING & WEALTH MANAGEMENT | BLUEPRINT WEALTH ADVISORS, LLC | BLUEPRINT WEALTH ADVISORS | BLUEGRASS LEGACY GROUP | BLUE RIVER GROUP, LLC | BLUE HILLS WEALTH MANAGEMENT | BLUE HAVEN STRATEGIC FINANCIAL GROUP | BLASER INVESTMENT MANAGEMENT GROUP INC. | BLAKELY FINANCIAL | BLACK POINT WEALTH MANAGEMENT | BLACK DIAMOND CUSTOM WEALTH MANAGEMENT | BISHOP FINANCIAL | BISDORF PALMER, LLC | BIFFEN WEALTH MANAGEMENT | BIESTEK WEALTH MANAGEMENT, LLC | BIENVENU WEALTH MANAGEMENT | BIANCHI WEALTH MANAGEMENT | BEVAN WEALTH MANAGEMENT | BESTGEN WEALTH MANAGEMENT, LLC | BEST TIMES FINANCIAL | BERTHOLD CAPITAL, LLC | BERKSHIREBANC INVESTMENT SERVICES | BERKS FINANCIAL | BENZ FINANCIAL SERVICES, INC. | BENZ FINANCIAL GROUP | BENJAMIN AND COMPANY | BENJAMIN & COMPANY, LLC | BENISON FINANCIAL SERVICES | BENETAS WEALTH | BENCHMARK INVESTMENTS & INSURANCE | BELOIN INVESTMENT GROUP | BELL RETIREMENT STRATEGIES | BELL FINANCIAL | BEEBE FINANCIAL SERVICES | BEACON INVESTMENT MANAGEMENT | BEACON FINANCIAL PLANNING SERVICES, LLC | BDS FINANCIAL SERVICES | BDS FINANCIAL NETWORK | BAY HARBOR PRIVATE WEALTH GROUP | BARTHOLOMEW & COMPANY, INC. | BARSTOW AND COMPANY, LLC | BARRON WEALTH STRATEGIES | BANYAN FINANCIAL SERVICES | BANNON & COMPANY, LLC | BANKRI INVESTMENT SERVICES | BANK RHODE ISLAND INVESTMENT SERVICES | BANK OF PRAIRIE DU SAC | BALLAST WEALTH PARTNERS | BALL FINANCIAL SERVICES COMPANY | BAILEY & BEATTY FINANCIAL SERVICES, LLC | BACKNINE ADVISORS, LLC | BACK COVE FINANCIAL | AZIMUTH WEALTH MANAGEMENT, INC | AZCA FINANCIAL GROUP, LLC | AXIAL FINANCIAL GROUP | AXIAL BENEFITS GROUP | AVERY AND POPE WEALTH MANAGEMENT | AVENOR WEALTH | AVANT-GARDE WEALTH PARTNERS | AUSTIN FINANCIAL MANAGEMENT, INC. | AUGUSTINE FINANCIAL, LLC | AUCOIN WEALTH MANAGEMENT | ATTICUS WEALTH MANAGEMENT | ATLANTIC WEALTH STRATEGIES, LLC | ATLANTIC WEALTH MANAGEMENT, LLC | ATLANTIC WEALTH ADVISORS, LLC | ASTLE INVESTMENT MANAGEMENT | ASSET ADVISORY SERVICES, INC. | ASSAY WEALTH PARTNERS, LLC | ASHWOOD ADVISORS, LLC | ASHOKAN WEALTH MANAGEMENT | ASCEND WEALTH MANAGEMENT | ASCEND FINANCIAL GROUP | ARTISAN FINANCIAL GROUP | ARTHA WEALTH ADVISORS | ARQ FINANCIAL GROUP | ARKHITEKTON FINANCIAL GROUP | ARBOR FINANCIAL SERVICES | APT ASSET MANAGEMENT, LLC | APPOLITO AND ASSOCIATES WEALTH & RETIREMENT PLANNING | APOGEE WEALTH ADVISORS LLC | APEX WEALTH ADVISORS | APEL ASSOCIATES | AP FINANCIAL | ANTONE MERCURIO LLC | ANTON LEMIEUX FINANCIAL GROUP | ANLON FINANCIAL STRATEGIES | ANGELO PLANNING GROUP | ANDREW HOFF AGENCY | ANDRA WEALTH MANAGEMENT | ANDERSON WEALTH MANAGEMENT | AMS FINANCIAL GROUP | AMIDON & PETERSEN FINANCIALS | AMES FINANCIAL SERVICES | AMERICAN NATIONAL WEALTH MANAGEMENT | ALMA WEALTH | ALLISON FINANCIAL GROUP, INC. | ALLIANCE PRIVATE WEALTH LLC | ALLIANCE FINANCIAL PLANNING | ALLFLUENT WEALTH MANAGEMENT LLC | ALLEN WEALTH MANAGEMENT | ALLEN INSURANCE AND FINANCIAL | ALLEN FINANCIAL GROUP | ALLEGIANT WEALTH STRATEGIES | ALLEGIANT WEALTH MANAGEMENT GROUP | ALIGN WEALTH STRATEGIES | ALIGN RETIREMENT PLAN ADVISORS | ALFSTAD CAPITAL, LLC | AIKEN FINANCIAL PLANNING, LLC | AGENCY WEALTH PARTNERS | AGENCY WEALTH PARTNER | AFFLUERE FINANCIAL SERVICES | AFFINITY WEALTH SOLUTIONS | AFFINITY ASSET MANAGEMENT | AERAN ASSET MANAGEMENT | AEGIS CONSULTING | ADVISORY GROUP WEST | ADVANTIS WEALTH PARTNERS | ADVANCED WEALTH MANAGEMENT | ADVANCED GROUP FINANCIAL SERVICES | ADVANCED FINANCIAL GROUP | ADVANCED CORPORATE SOLUTIONS LTD | ADDESSI FINANCIAL PARTNERS | ADAMS & ASSOCIATES | ACS ADVISORY LLC | ACRE EQUITY ADVISORS | ACORN FINANCIAL | AC FINANCIAL PARTNERS | A BETTER FINANCIAL GROUP, INC. | A BETTER FINANCIAL GROUP, INC | 7G WEALTH MANAGEMENT | 7 STREETS FINANCIAL LLC | 7 GRAINS PLANNING & INVESTMENTS | 4TH QUARTER WEALTH MANAGEMENT | 4RIVERS WEALTH MANAGEMENT | 44 NORTH FINANCIAL PARTNERS | 401K TEAM | 401K PLAN CONSULTANTS, LLC | 3RIVERS FINANCIAL | 307 FINANCIAL SERVICES, LLC...
CRD#: 8032 / SEC#: 801-41541, 8-24040
RIA
Registered Investment Advisory firm - SEC (6/11/1992 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
275 Wyman Street, Ste. 400 Suite 400, Waltham, MA 02451-1200
Mailing Address
275 Wyman Street, Ste. 400, Waltham, MA 02451
Phone number
(781) 736-0700
Established
Massachusetts since 08/01/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
4,850
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1979 HOLDING COMPANY, LLC | MANAGING MEMBER | |
| BLOOM, WAYNE MICHAEL | MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER | 2014352 |
| BOHS, JONATHAN CHRISTIAAN | MANAGING PRINCIPAL, OPERATIONS | 2308915 |
| CLEASBY, JONATHAN C. | CHIEF FINANCIAL OFFICER | 5777356 |
| HO, PEGGY LYNN | GENERAL COUNSEL, SENIOR VICE PRESIDENT | 5401546 |
| HORAN-ADAMS, KIRBY LEPAK | MANAGER | 5097259 |
| KLOMAN, CHRISTOPHER ANTHONY TRAPNELL | CHIEF OPERATIONS OFFICER, PRESIDENT | 4896179 |
| MCMILLAN, WILLIAM BRADFORD | MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER | |
| MOLINARI, ROBERT ERIC | RIA CHIEF COMPLIANCE OFFICER | 2788698 |
| MORRISON, STEVEN PHILIP | MANAGER | 4529345 |
| PRICE, BRIAN THOMAS | MANAGING PRINCIPAL, INVESTMENT MANAGEMENT AND RESEARCH | 4019817 |
| SUGDEN, MATTHEW JOHN | BD CHIEF COMPLIANCE OFFICER | 4804647 |
Regulatory assets under management
| Total Number of Accounts | 671,650 |
| AUM (Assets Under Management) | $ 209,735,339,476 |
Disclosures
| Regulatory Event | 26 |
| Civil Event | 1 |
| Arbitration | 17 |
| Bond | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 03/29/2025 | ||
| 10/28/2024 | ||
| 12/21/2023 | ||
| 11/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
