Mark Ebert

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-02-05
NC	RA	APPROVED	2026-01-08

SC RA
APPROVED

Since 2026-02-05
NC RA
APPROVED

Since 2026-01-08

Branch Locations

Chapin, SC • United States

100 Club Oaks Ct. Suite B, Winston-Salem, NC 27104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Atlantic Coast Orthopedic Resources / Aco	Charlotte	NC	08/2012	Present
Ebert Financial	Winston Salem	NC	03/2024	Present
Commonwealth Wealth Financial Network	Waltham	MA	03/2024	Present

08/2012 → Present

Atlantic Coast Orthopedic Resources / Aco

Charlotte, NC
03/2024 → Present

Ebert Financial

Winston Salem, NC
03/2024 → Present

Commonwealth Wealth Financial Network

Waltham, MA

Other Businesses

1. Director of Corporate Accounts, Atlantic Coast Orthopedic Resources/ACO Med Supply; Located in Chapin, SC, as of 2012; 90% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Owner, Paramark, LLC; orthopedic consulting & sales; Located in Chapin, SC, as of 8/2024; 5% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-15

S66 Uniform Combined State Law Examination

2025-09-15

View on SEC IAPD