Best Investors
Account
Sign in
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 | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockheed Martin Missiles & Fire Control | Grand Prairie | TX | 08/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 11/2022 |
| Gb Financial Services, Llc | Plano | TX | 01/2022 | 11/2022 |
| Commonwealth Financial Network | Waltham | MA | 11/2022 | 07/2023 |
| Gb Financial Services, Llc | Plano | TX | 11/2022 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | Present |
| Gb Financial Services, Llc | Plano | TX | 07/2023 | Present |
Aeronautical Engineer, Lockheed Martin MFC, Located at 1902 W Freeway St Grand Prairie, TX 75051, as of 09/2016; Approximately 10% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
Reach out to this advisor