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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 | 2019-11-01 |
Branch Locations
201 American Concourse Suite 310, Fort Worth, TX 76106 • United States
201 American Concourse Suite 310, Fort Worth, TX 76106 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2008 | 11/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | Present |
| Bisdorf Palmer, Llc | Fort Worth | TX | 11/2019 | 04/2025 |
| Palmer Wealth Group | Fort Worth | TX | 04/2025 | Present |
1.Co-Owner, Bisdorf Palmer, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 09/30/19; Greater than 95% time spent during regular business hours; Conducted at branch location; Investment related. 2.Fixed insurance sales; As of 09/30/19; 5% time spent during regular business hours; Conducted at branch; Investment related. 3. Owner, Palmer Wealth Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/04/2024; 50% time spent during business hours; Conducted at branch; Investment related. 4. Owner, Palmer Wealth Group - Fort Worth LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/06/2026; 10% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-08 |
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