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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
| NY | RA | APPROVED | 2025-01-15 |
Branch Locations
121 Bridge Street Suite 101, Plattsburgh, NY 12901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Plattsburg | NY | 07/2012 | 10/2016 |
| Community Investment Services Inc | Plattsburg | NY | 07/2012 | 10/2016 |
| Securities America Inc. | Plattsburgh | NY | 11/2016 | 06/2024 |
| Securities America Advisors | Plattsburgh | NY | 11/2016 | 06/2024 |
| Osaic Wealth, Inc. | Plattsburgh | NY | 06/2024 | 01/2025 |
| Osaic Wealth, Inc. | Plattsburgh | NY | 06/2024 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Lomanto Provost Financial Advisors | Plattsburgh | NY | 10/2016 | Present |
1. Fixed insurance sales; as of 10/2016; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Lomanto & Company, LLC, DBA Lomanto Provost Financial Advisors; a private entity established to facilitate securities, advisory, and insurance business; as of 10/2016; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-25 |
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