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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 | 2026-03-24 |
| NC | RA | APPROVED | 2017-01-20 |
Branch Locations
120 Mosaic Blvd #200-10, Pittsboro, NC 27312 • United States
635-D Chapel Hill Road, Burlington, NC 27215 • United States
Chapel Hill, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chapel Hill | NC | 09/2005 | 01/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2017 | Present |
Fixed insurance sales conducted under Crossbridge Financial Group, Investment related and conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-24 |
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