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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 | 2026-01-06 |
Branch Locations
12222 Merit Drive Suite 1180, Dallas, TX 75251 • 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 |
|---|---|---|---|---|
| Kyle Sims Sr. Vice President - Axa Advisors | Dallas | TX | 08/2016 | 03/2018 |
| Equitable Advisors | Dallas | TX | 03/2018 | 05/2025 |
| Mpact Financial Group | Dallas | TX | 06/2025 | 03/2026 |
| Commonwealth Financial Network | Dallas | TX | 03/2026 | Present |
| Mpact Financial Group | Dallas | TX | 03/2026 | Present |
Performer/Musician; Located in Dallas, TX 75227, as of 09/2014; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-30 |
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