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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 | 2023-03-02 |
Branch Locations
7077 Bonneval Road, Suite 450, Jacksonville, FL 32216 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Jacksonville | FL | 10/2008 | 03/2023 |
| Aegis Consulting | Jacksonville | FL | 03/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2023 | Present |
1. Fixed insurance sales, James Neel; as of 11/17/2022,1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Foresight Capital Ventures; a private entity established to facilitate securities, advisory, and insurance business; Located in Jacksonville, FL; as of 12/30/2024; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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