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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 | 2026-03-23 |
| PA | RA | APPROVED | 2025-01-28 |
Branch Locations
1 Oxford Valley Suite 150, Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Langhorne | PA | 07/2002 | 11/2023 |
| Osaic Wealth, Inc. | Langhorne | PA | 11/2023 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Foundations Financial Partners | Langhorne | PA | 01/2025 | Present |
1. Fixed insurance sales; as of 1/28/2025; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Bell Planning Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/30/2018; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
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