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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 | 2026-03-24 |
| KS | RA | APPROVED | 2015-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 12/2015 | Present |
1. Fixed insurance sales; as of 12/16/2015; 1% of time spent during business hours; investment related; conducted at branch location. 2. Owner, Goostree Financial Group, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2018; Less than 10% of time spent during business hours; Conducted at branch; Investment related. 3. Author, But There's So Much DIY in IVF That We Can't Be Sure, as of 05/07/2024; 0% of time spent during business hours; Not conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-30 |
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