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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| AZ | RA | APPROVED | 2011-04-18 |
Branch Locations
9200 West Union Hills Drive Suite 102, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2011 | Present |
1. President and Owner, C.W.F. Financial, LLC, a private entity established as an operating company for securities business; As of 04/01/2011; Conducted at branch location; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'C.W.F. Financial'; As of 04/01/2011; Conducted at branch location; Investment related. 3. Managing Member and Owner, Bremont Holding, LLC, a private entity established for the purpose of owning, managing, and subleasing an office suite; As of June 2015; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 4. Owner, CWF Financial, LLC; a private entity established for subleasing office space; Located at 9200 West Union Hills Drive, Suite 102, Peoria, AZ 85382; as of 03/2015; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-14 |
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