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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2016-11-29 |
Branch Locations
Andover, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1999-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Andover | MA | 01/1999 | Present |
| Boston North Financial Services Inc. | Andover | MA | 09/1999 | Present |
1. BOSTON NORTH FINANCIAL SERVICES INC., REGISTERED INVESTMENT ADVISOR OFFERING FINANCIAL PLANNING FOR FEE, INVESTMENT RELATED. 2. FIXED INSURANCE SALES, SOLE PROPRIETORSHIP 3. NOTARY PUBLIC; NOT INVESTMENT RELATED 4.PRESIDENT OF BOSTON NORTH FINANCIAL SERVICES, INC., ENTITY CREATED TO FACILITATE SECURITIES COMPANY; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION. 5. PRESIDENT OF BOSTON NORTH FINANCIAL SERVICES, INC., ENTITY CREATED TO FACILITATE FIXED INSURANCE COMPANY; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-20 |
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