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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 | 2024-12-05 |
Branch Locations
Jacksonville, FL • United States
7077 Bonneval Road, Suite 450, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ahan Thai Kitchen | Fernandina Beach | FL | 01/2019 | 12/2021 |
| University Of North Florida | Jacksonville | FL | 01/2022 | 05/2024 |
| Curation Furniture / House & Haven Realty | Jacksonville | FL | 05/2022 | 12/2022 |
| Aegis Consulting | Jacksonville | FL | 02/2024 | Present |
| Fernandina Beach Elementary/Middle/Highschool | Fernandina Beach | FL | 08/2013 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
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