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.

Current firm

COMMONWEALTH FINANCIAL NETWORK

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 20, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 20, 2007

First registration

Aug 26, 2013

Dual registered

yes, broker-dealer

Other names

ALLISON ANN KELLEY|ALLISON ANN DAGOSTINO|Allison A Dagostino

IAPD individual key

5216602

Graph

RIA / Wealth Management

Canonical id

dfx:ria:34226fe2-2953-41f1-e773-ac805feff263

First observed

Aug 26, 2013

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.