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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_RES | 2026-03-23 |
| WA | RA | APPROVED | 2024-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| Kwb Wealth Managers | Redlands | CA | 09/2013 | 01/2018 |
| Lpl Financial, Llc | Redlands | CA | 11/2013 | 01/2018 |
| Raymond James Financial Services, Inc | Redland | CA | 01/2018 | 10/2024 |
| Raymond James Financial Services Advisors Inc. | Redlands | CA | 01/2018 | 10/2024 |
| Citrus Wealth Management, Llc | Redlands | CA | 01/2018 | 10/2024 |
| Concurrent Advisors | Redlands | CA | 10/2019 | 12/2022 |
| Commonwealth Financial Network | San Diegio | CA | 10/2024 | 06/2026 |
| Shira Financial, Llc | Greenbank | WA | 10/2024 | Present |
1.Fixed insurance sales; Located in Greenbank, WA 98253, as of 09/24/2024; 0% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Shira Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Greenbank, WA, as of 09/24/2024; 2% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Understory Editions, LLC; translation publication services; Located in Greenbank, WA; as of 4/01/2026. 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-10 |
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