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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 | 2026-03-23 |
| CO | RA | APPROVED | 2019-11-20 |
Branch Locations
Greenwood Village, CO • United States
469 S. Cherry Street Suite 210, Denver, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Denver | CO | 05/2015 | 11/2019 |
| Hd Vest Insurance Agency, Llc | Irving | TX | 07/2017 | 11/2019 |
| Hadad Milinazzo Financial Group, Inc | Denver | CO | 06/2015 | 11/2019 |
| Hadad-Milinazzo Financial Group, Inc | Denver | CO | 11/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | Present |
1. Fixed insurance sales; as of 10/21/2019; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, MIL OPS, LLC; private entity established to make private investments; as of 8/28/2023; 0% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, MilWealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Denver, CO 80246; as of 12/15/2025; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-12 |
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