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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| AZ | RA | APPROVED | 2003-09-24 |
Branch Locations
2720 East Camelback Road Suite 200, Phoenix, AZ 85014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camelback Retirement Planners | Phoenix | AZ | 06/2003 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2003 | Present |
1. SELLING FIXED INSURANCE PRODUCTS, AT BRANCH OFFICE; INVESTMENT RELATED. 2. SHYCUS, LLC; MEMBER; ENTITY PROCESSES EXPENSES OF SECURITIES BUSINESS; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-23 |
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