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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2011-05-24 |
Branch Locations
9200 West Union Hills Drive Suite 102, Peoria, AZ 85382 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2011 | Present |
| C.W.F. Financial | Peoria | AZ | 05/2011 | 07/2026 |
1. Fixed insurance sales; less than 5% of time spent during business hours; conducted at branch location, investment related 2. Co-Owner of rental properties located in Rocky Point, Mexico and Hartford, WI ; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, Wood Wealth Management, LLC; entity created to facilitate securities, advisory and insurance business; less than 5% of time spent during business hours; conducted at branch location, investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-29 |
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