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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-29 |
| NY | RA | APPROVED | 2026-07-23 |
Branch Locations
The Malin-Flatiron 895 Broadway 4Th Floor, New York, NY 10003 • United States
Murfreesboro, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Element Financial Group | New York | NY | 04/2021 | Present |
| Self Employed Contractor | Boise | ID | 12/2015 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-13 |
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