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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-29 |
| HI | RA | APPROVED | 2023-07-07 |
Branch Locations
Sacramento, CA • United States
1001 Bishop Street Suite 2650, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 07/2022 | Present |
| Wealth Strategies Group | Honolulu | HI | 07/2022 | Present |
| First Hawaiian Bank | Honolulu | HI | 10/2021 | 06/2022 |
| Hawaii Medical Services Association | Honolulu | HI | 08/2021 | 10/2021 |
| Hawaii Medical Services Association | Honolulu | HI | 11/2018 | 08/2021 |
| Kapiolani Medical Center Women's & Children | Honolulu | HI | 11/2016 | 11/2018 |
| Hawaii Family Dental Centers | Honolulu | HI | 04/2014 | 11/2018 |
Financial Analyst IV, Sutter Health nonprofit; Located at 1700 Coffee Road, Modesto, CA 95355, as of 9/02/2025; 90% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-06 |
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