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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-06-25 |
| PA | RA | APPROVED | 2010-12-07 |
Branch Locations
115 E Maple Avenue 2Nd Floor, Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eba Consulting | Moorestown | NJ | 09/2010 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2010 | Present |
1.FIXED INSURANCE - LIFE, DISABILITY AND ANNUITIES. 2.RENTAL PROPERTY; NOT INVESTMENT RELATED; NOT PERFORMED AT BRANCH DBA - DELAWARE VALLEY FINANCIAL GROUP, CONSHOHOCKEN, PA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
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