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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2026-05-29 |
| VA | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Camp Pendleton | CA | 07/2015 | 07/2019 |
| Benchmark Physical Therapy | Kennesaw | GA | 01/2020 | 07/2021 |
| Punch Bowl Social | Atlanta | GA | 01/2021 | 07/2021 |
| Mac Mcgees Irish Pub | Atlanta | GA | 01/2022 | 09/2022 |
| Wingate University | Wingate | NC | 01/2023 | 12/2025 |
| Kennesaw Staet University | Kennesaw | GA | 08/2019 | 07/2022 |
| Unemployed | N/A | XX | 12/2025 | 03/2026 |
| Unemployed | N/A | XX | 07/2022 | 12/2022 |
| Wharf Financial | Washington | DC | 03/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2026 | Present |
1.Co-owner, Apex Physical Therapy and Sports Performance, LLC; private entity created for the purpose of owning and operating a physical therapy and performance facility; Located in Alexandria, VA; as of start 04/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Co-owner, MatKat, LLC; an entity created for the purpose of owning real estate at 5136 Hill Farm Dr NE, Roswell, GA 30188, as of 07/2019; 0% time spent during business hours; Not conducted at branch; Investment related. 3. Co-owner of rental property located in Acworth, GA, as of 07/2019; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-06 |
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