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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| Adams & Associates | Blandon | PA | 06/2026 | Present |
| Kutztown Borough Pool | Kutztown | PA | 06/2019 | 08/2019 |
| Pavement Impressions | Allentown | PA | 06/2020 | 08/2020 |
| Pavement Impressions | Allentown | PA | 06/2021 | 08/2021 |
| East Penn Manufacturing (Deka) | Topton | PA | 05/2022 | 08/2022 |
| Berkshire Country Club | Reading | PA | 05/2023 | 08/2023 |
| Berkleigh Golf Club - Byler Holdings | Kutztown | PA | 05/2024 | 12/2024 |
| Adams & Associates | Blandon | PA | 01/2025 | 06/2026 |
| Kutztown University | Kutztown | PA | 08/2019 | 05/2020 |
| Kutztown University | Kutztown | PA | 08/2020 | 05/2021 |
| Kutztown University | Kutztown | PA | 08/2021 | 05/2022 |
| Kutztown | Kutztown | PA | 08/2022 | 05/2023 |
| Kutztown University | Kutztown | PA | 08/2023 | 05/2024 |
| Kutztown University | Kutztown | PA | 08/2024 | 12/2024 |
| Kutztown Area Middle School And High School | Kutztown | PA | 08/2012 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 06/2026 |
1. Grounds Crew, Berkleigh Golf Club; Located at 14623 Kutztown Road, Kutztown, PA 19530, as of 04/26/2025; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Fixed insurance sales; Located in Blandon, PA 19510; as of 04/27/2026; 5% of time spend during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-20 |
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