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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2021-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Wealth Wa | Lynnwood | WA | 02/2021 | 08/2023 |
| Oceans, Reefs & Aquariums | Fort Pierce | FL | 05/2019 | 11/2020 |
| Pets Are People Too | Moscow | ID | 03/2019 | 05/2019 |
| N/A | N/A | WA | 12/2020 | 01/2021 |
| N/A | Pullman | WA | 12/2018 | 02/2019 |
| Seattle Aquarium | Seattle | WA | 06/2018 | 11/2018 |
| Oregon Coast Community College | Newport | OR | 09/2017 | 06/2018 |
| N/A | Pullman | WA | 05/2017 | 08/2017 |
| Washington State University | Pullman | WA | 05/2014 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | 08/2023 |
| Premier Wealth Wa | Lynnwood | WA | 08/2023 | Present |
| Commonwealth Financial Network | San Diego | CA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-19 |
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