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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 | 2025-03-07 |
| IL | RA | APPROVED | 2025-03-05 |
Branch Locations
Barrington, IL • United States
10156 Windy Pointe Dr, Temple, TX 76502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Energy Llc | Chicago | IL | 01/2012 | 12/2016 |
| Edward D. Jones & Co. L.P. | Saint Louis | MO | 07/2017 | 02/2025 |
| Unemployed | Barrington | IL | 12/2016 | 07/2017 |
| Cedarwood Financial Partners | Temple | TX | 02/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2025 | Present |
| Cedarwood Financial Partners | Temple | TX | 01/2025 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-29 |
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