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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2012-01-03 |
| TX | RA | APPROVED | 2012-01-03 |
Branch Locations
Ketchum, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guyett Wealth Advisors | Dallas | TX | 05/1992 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2012 | Present |
GUYETT WEALTH ADVISORS; ENTITY CREATED FOR FIXED INSURANCE AND SECURITIES BUSINESS; INVESTMENT RELATED FIXED INSURANCE SALES; AGENT; CONDUCTED FROM THE BRANCH OFFICE; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-06 |
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