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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2009-07-27 |
Branch Locations
79050 Us Highway 40 Unit 204, Winter Park, CO 80482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comonwealth Financial Network | San Diego | CA | 07/2009 | 12/2024 |
| Commonwealth Financial Network | San Diego | CA | 01/2025 | Present |
1. Fixed insurance sales under name azimuth wealth management, conducted at branch, investment related. 2. Azimuth Wealth Management, LLC, principal and sole owner of entity created as operating company for securities and insurance business, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-02 |
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