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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 | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linfield College | Mcminnville | WA | 08/2015 | 08/2019 |
| Whidbey Island Kayaking | Langley | WA | 08/2018 | 09/2020 |
| City Of Renton | Renton | WA | 09/2019 | 04/2020 |
| Unemployed | Langley | WA | 05/2020 | 09/2020 |
| Characterstrong | Lake Tapps | WA | 10/2020 | 06/2025 |
| Convergence Financial Partners | Mount Vernon | WA | 06/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-13 |
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