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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-06 |
Branch Locations
8625 Sw Cascade Ave. Suite 602, Beaverton, OR 97008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Wealth Management | Beaverton | OR | 10/2023 | Present |
| Walmart | Tigard | OR | 08/2021 | 02/2024 |
| University Of Portland | Portland | OR | 01/2021 | 05/2021 |
| Pizza Hut | Hilo | HI | 05/2020 | 08/2020 |
| Commonwealth Financial Network | San Diego | CA | 11/2024 | Present |
| Concordia University | Portland | OR | 08/2019 | 05/2020 |
| University Of Portland | Portland | OR | 01/2021 | 12/2023 |
| Uh Hilo | Hilo | HI | 08/2020 | 12/2020 |
| Kamehameha Schools Hawaii | Keaau | HI | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
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