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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 | 2021-04-29 |
Branch Locations
5910 N. Central Expressway Suite 1660, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Ruth Advisors | Dallas | TX | 07/2020 | Present |
| Meyers Research | Dallas | TX | 03/2020 | 05/2020 |
| Republic Property Group | Dallas | TX | 10/2018 | 01/2020 |
| Brierley And Partners | Plano | TX | 02/2018 | 10/2018 |
| Copart, Inc. | Dallas | TX | 10/2017 | 02/2018 |
| Baylor University | Waco | TX | 08/2013 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | Present |
| Unemployed | Dallas | TX | 05/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-28 |
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