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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
PA RA APPROVED 2025-04-17
NJ RA APPROVED 2021-04-01
  • PA RA
    APPROVED
    Since 2025-04-17
  • NJ RA
    APPROVED
    Since 2021-04-01

Branch Locations

Mount Laurel Township, NJ • United States

115 E Maple Avenue 2Nd Floor, Langhorne, PA 19047 • 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
Universal Furniture Jamestown NC 06/2019 08/2019
Invictus Group Cherry Hill NJ 05/2018 08/2018
Howl At The Moon Orlando FL 05/2017 08/2017
High Point University High Point NC 08/2019 05/2020
Uber Eats Cinnaminson NJ 05/2020 09/2020
Eba Consulting Merhcantville NJ 09/2020 Present
High Point University High Point NC 08/2017 05/2018
High Point University High Point NC 08/2018 06/2019
High Point University High Point NC 08/2016 05/2017
Commonwealth Financial Network Waltham MA 10/2020 Present
  • 06/2019 → 08/2019
    Universal Furniture
    Jamestown, NC
  • 05/2018 → 08/2018
    Invictus Group
    Cherry Hill, NJ
  • 05/2017 → 08/2017
    Howl At The Moon
    Orlando, FL
  • 08/2019 → 05/2020
    High Point University
    High Point, NC
  • 05/2020 → 09/2020
    Uber Eats
    Cinnaminson, NJ
  • 09/2020 → Present
    Eba Consulting
    Merhcantville, NJ
  • 08/2017 → 05/2018
    High Point University
    High Point, NC
  • 08/2018 → 06/2019
    High Point University
    High Point, NC
  • 08/2016 → 05/2017
    High Point University
    High Point, NC
  • 10/2020 → Present
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-16
  • S66 Uniform Combined State Law Examination
    2021-03-16
Other Names
  • Luke Hebert

View on SEC IAPD

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