DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COMMONWEALTH FINANCIAL NETWORK
Newburyport, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 11, 2022 | n/a | yes | Newburyport, MA | Current employment |
| STONEHEARTH CAPITAL MANAGEMENT | Independent wealth | Feb 21, 2013 | Oct 15, 2014 | no | DANVERS, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEHEARTH CAPITAL MANAGEMENT | COMMONWEALTH FINANCIAL NETWORK | Oct 15, 2014 | Jan 11, 2022 | 2,645 | Firm change after gap | Other |