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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| MI | RA | APPROVED | 2010-05-25 |
Branch Locations
1624 West Centre, Portage, MI 49024 • United States
The Villages, FL • United States
Plainwell, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2005 | Present |
| Commonwealth Financial Network | Portage | MI | 07/2005 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. CENTRE REAL ESTATE, LLC - MEMBER AND 25% OWNER OF ENTITY CREATED TO OWN BRANCH OFFICE BUILDING, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-01 |
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