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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 | 2024-01-30 |
Branch Locations
7101 College Boulevard Suite 880, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| Edward Jones | St Louis | MO | 03/2020 | 09/2021 |
| Randstad Us,Llc | Liberty | MO | 01/2020 | 03/2020 |
| Palen Music Center | Liberty | MO | 06/2008 | 12/2019 |
| Edward Jones | St Louis | MO | 10/2021 | 04/2022 |
| Commonwealth Financial Network | Waltham | MA | 04/2022 | 01/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 06/2026 |
| Grant Capital | Overland Park | KS | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
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