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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 |
| FL | RA | APPROVED | 2025-10-21 |
Branch Locations
Jacksonville, FL • United States
1354 N Laura St Suite 200, Jacksonville, FL 32206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Jacksonville | FL | 11/2017 | 10/2025 |
| Ubs Financial Services | Jacksonville | FL | 03/2008 | 11/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Advantis Wealth Partners | Jacksonville | FL | 10/2025 | Present |
1.Fixed insurance sales; as of 07/2006; 10% of time spent during business hours; Conducted at branch location; Investment related. 2.Committee Member, 4th Circuit of FL Unlicensed Practice of Law Committee; Located at 1000 Legion Place Suite 1625, Orlando, FL 32801, as of 08/20/2025; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Owner, Bird Dog Industries, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/13/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-08 |
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