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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 | 2023-02-08 |
Branch Locations
6860 N. Dallas Parkway Suite 190, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rlc Wealth Management | Plano | TX | 07/2021 | Present |
| Dominion Payroll | Dallas | TX | 02/2018 | 06/2021 |
| Payvision Online | Dallas | TX | 05/2017 | 02/2018 |
| Henderson Edwards Wilson Evetts, Llp | Dallas | TX | 01/2017 | 04/2017 |
| Bain And Schindele Tax Consulting | Addison | TX | 01/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-07 |
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