Kevin Kane Gilbarte

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2007-11-02

VA RA
APPROVED

Since 2007-11-02

Branch Locations

Newport, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cornerstone Financial Solutions	Radford	VA	11/2005	Present
Commonwealth Financial Network	Waltham	MA	11/2005	Present

11/2005 → Present

Cornerstone Financial Solutions

Radford, VA
11/2005 → Present

Commonwealth Financial Network

Waltham, MA

Other Businesses

1. SELLING FIXED INSURANCE PRODUCTS, INVESTMENT RELATED. 2. RENTING TWO DUPLEX PROPERTIES AS OWNER, SPENDS 2-3 HOURS PER MONTH, INVESTMENT RELATED. 3. RENTING REAL ESTATE PROPERTY LOCATED AT 200 EHEART STREET IN BLACKSBURG, VA 24060 AS SOLE OWNER, SPENDS LESS 1% TIME, INVESTMENT RELATED. 4. OWNER OF RENTAL PROPERTY LOCATED AT 107 ROANOKE STREET, CHRISTIANSBURG, VA 24073, AS OF 04/18/2017; APPROXIMATELY 2% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; NOT CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-10-15
S63	Uniform Securities Agent State Law Examination	2000-12-08

S65 Uniform Investment Adviser Law Examination

2007-10-15
S63 Uniform Securities Agent State Law Examination

2000-12-08

View on SEC IAPD