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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-06-02 |
Branch Locations
1801 Crane Ridge Drive Suite B, Jackson, MS 39216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coker & Palmer | Jackson | MS | 02/2009 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Byers Poland Reeves Wealth Partners | Jackson | MS | 06/2025 | Present |
Fixed insurance sales; as of 06/02/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-15 |
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