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Parichart Crystal Arredondo

Commonwealth Financial Network

Dallas, TX

CRD 4864595

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-12-05
  • TX RA
    APPROVED
    Since 2016-12-05

Branch Locations

12222 Merit Drive Suite 1180, Dallas, TX 75251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Investments, Inc. Dallas TX 01/2012 11/2016
Commonwealth Financial Network Waltham MA 11/2016 Present
Mpact Financial Dallas TX 11/2016 Present
  • 01/2012 → 11/2016
    Wfg Investments, Inc.
    Dallas, TX
  • 11/2016 → Present
    Waltham, MA
  • 11/2016 → Present
    Mpact Financial
    Dallas, TX
Previous Registrations
  • 2012-01-13 → 2016-11-07
    Wfg Advisors, Lp
    Dallas, TX
    Dallas, TX
  • 2005-06-13 → 2012-01-27
    Dallas, TX
    Plano, TX
    Dallas, TX
    Dallas, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-11
  • S66 Uniform Combined State Law Examination
    2005-01-11
Other Names
  • Parichart Crystal Strelsky
  • Crystal Arredondo
  • Parichart Crystal Arredondo
  • Parichart Crystal Zanon

View on SEC IAPD

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