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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 | 2025-10-07 |
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 |
|---|---|---|---|---|
| Kanakuk Kamps | Lampe | MO | 05/2017 | 08/2017 |
| Brown Ruth Advisors, Llc | Dallas | TX | 05/2018 | 08/2018 |
| Marketscale | Dallas | TX | 05/2019 | 08/2019 |
| Postmates | Dallas | TX | 08/2020 | 12/2020 |
| Fidelity Investments | Westlake | TX | 01/2021 | 08/2025 |
| Baylor University | Waco | TX | 01/2016 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Brown Ruth Advisors Llc. | Dallas | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-14 |
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