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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 | 2023-10-16 |
Branch Locations
4101 Parkstone Heights Suite 260, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planwise Financial Group | Austin | TX | 05/2021 | 08/2021 |
| Planwise Financial Group | Austin | TX | 07/2022 | 01/2026 |
| Unemployed | Austin | TX | 04/2013 | 08/2018 |
| Full-Time Student | College Station | TX | 08/2018 | 07/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2022 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Planwise Financial Group | Austin | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
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