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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-16 |
Branch Locations
1768 Business Center Drive Suite 240, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 11/2023 | 07/2024 |
| Unemployed | Dedham | MA | 05/2023 | 11/2023 |
| Babson College | Wellesley | MA | 08/2019 | 05/2023 |
| Unemployed | Westwood | MA | 05/2019 | 08/2019 |
| The Noble & Greenough School | Dedham | MA | 09/2015 | 05/2019 |
| Reliable Respiratory | Norwood | MA | 05/2022 | 08/2022 |
| Your Cbd Store | Needham | MA | 05/2021 | 08/2021 |
| Trinity Wealth Securities, Llc | Vienna | VA | 01/2024 | 07/2024 |
| Commonwealth Financial Network | Reston | VA | 09/2024 | Present |
| Aegis Consulting | Reston | VA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
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