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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-23 |
Branch Locations
7101 College Boulevard Suite 880, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| Grant Capital | Overland Park | KS | 06/2026 | Present |
| Wells Fargo Advisors Financial Network, Llc | Kansas City | KS | 05/2013 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | 06/2026 |
| Grant Capital | Overland Park | KS | 06/2025 | 06/2026 |
| Unemployed | Overland Park | KS | 11/2024 | 06/2025 |
PRICE CHOPPER, NOT INV RELATED, OVERLAND PARK, KS, DELI WORKER, START: 5/6/2017, 19 HOURS PER MONTH/0 DURING TRADING, DUTIES: RETAIL. AIM HIGH MOVERS, NOT INV RELATED, OVERLAND PARK, KS, 100% OWNED WITH SPOUSE, START: 9/20/1976, 0 HOURS, NO DUTIES. NATIONAL CONGRESS OF BLACK WOMEN, INVT RELATED, KANSAS CITY, MO, FINANCE/BUDGET COMMITTEE MEMBER, START DATE 3/27/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, CALLING COMPANIES FOR FUND-RAISING MONEY, CHANGING CRITERIA FOR SPONSORSHIPS AND HAVING THE SPONSORSHIP REQUEST FORM ON THE WEBSITE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
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