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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 |
| FL | RA | APPROVED | 2026-01-26 |
| GA | RA | APPROVED | 2024-09-30 |
Branch Locations
2600 70Th Avenue South, St. Petersburg, FL 33712 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
7000 Central Parkway Suite 1770, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fuller & Co | Atlant | GA | 09/1990 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2009 | 09/2024 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2009 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
| Apex Wealth Advisors | Atlanta | GA | 09/2024 | Present |
1. Fixed insurance sales; as of 1/1/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-11 |
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