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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 | 2016-11-04 |
Branch Locations
12222 Merit Drive Suite 1180, Dallas, TX 75251 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Dallas | TX | 01/2012 | 11/2016 |
| Mpact | Dallas | TX | 01/2012 | Present |
| Commonwealth Financial Network | San Diego | CA | 11/2016 | Present |
1. Co-Owner, MPACT Financial Group, LLC, doing business as MPACT Financial and Insurance Services, as of 2013, 10% of time spent during business hours, entity created to facilitate securities, advisory, and insurance business. Investment related and conducted from branch location 2. Fixed insurance sales, as of 2016, 5% of time spent during business hours, Investment related and conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-25 |
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