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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 | 2016-12-05 |
Branch Locations
12222 Merit Drive Suite 1180, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Dallas | TX | 01/2012 | 11/2016 |
| Commonwealth Financial Network | Waltham | MA | 11/2016 | Present |
| Mpact Financial | Dallas | TX | 11/2016 | Present |
1. President and owner of Crystal Arredondo Financial, LLC, entity used to receive compensation derived from securities, advisory, and insurance business, as of 01/09/2014, 10% of time spent during business hours, Investment related and conducted from branch location. 2. Fixed insurance sales, as of 2016, 5% of time spent during business hours, Investment related and conducted from branch. 3. Part owner of MPACT Financial Group, LLC, DBA MPACT Financial and Insurance Services, as of 01/2013, 25% of time spent during business hours, Investment related and conducted from branch. 4. Crystal Arredondo, Divorce planning; as of 10/30/2018; approximately less than 10% time spent during securities hours; conducted from branch; not investment related. 5. Host, Whine Time Forum; podcast; Located in Irving, TX, as of 1/01/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 6. Co-owner, Jatem International, LLC; selling beauty products; Located at 6823 Plaza Via, Irving, TX 75039; as of 09/04/2024; 5% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-11 |
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