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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2008-08-27 |
Branch Locations
1354 N Laura St Suite 200, Jacksonville, FL 32206 • 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 | 08/2008 | Present |
| Total Business Planning, Inc. | Jacksonville | FL | 08/2008 | 09/2024 |
| Advantis Wealth Partners | Jacksonville | FL | 09/2024 | Present |
Fixed insurance sales; As of 8/14/2008; 10% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-10 |
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