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COMMONWEALTH CONTINUUM ADVISORS, LLC, CRD 332907
WALTHAM, 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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 1979 HOLDING COMPANY, LLC | Shareholder | E | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| BLOOM, WAYNE, MICHAEL | CHIEF EXECUTIVE OFFICER | Na | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| CFN HOLDING COMPANY, LLC | Shareholder | E | yes | 08/2017 | Sep 24, 2024 | Sep 24, 2024 |
| CFN VENTURES, LLC | Shareholder | E | yes | 08/2017 | Sep 24, 2024 | Sep 24, 2024 |
| Cleasby, Jonathan, C. | CHIEF FINANCIAL OFFICER | Na | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| DEITCH, JOSEPH, SAMUEL | Trustee | E | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| DEITCH, JOSEPH, SAMUEL | Chairman | Na | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| DEITCH, MATTHEW, FLETCHER | VICE CHAIRMAN | Na | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| GRATITUDE HOLDINGS, INC. | Shareholder | E | yes | 08/2021 | Sep 24, 2024 | Sep 24, 2024 |
| Hansen, Alexander, William | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| Ho, Peggy, Lynn | GENERAL COUNSEL AND CHIEF RISK OFFICER | Na | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| JOSEPH S. DEITCH 2000 REVOCABLE TRUST | Shareholder | C | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| KLOMAN, CHRISTOPHER, ANTHONY TRAPNELL | PRESIDENT AND CHIEF OPERATING OFFICER | Na | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| MCMILLAN, WILLIAM, BRADFORD | CHIEF INVESTMENT OFFICER | Na | yes | 03/2024 | Sep 24, 2024 | Sep 24, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | n/a | National bd RIA | $213B | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 28, 2025 | $0 | $0 | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | n/a | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0 | n/a | n/a | n/a | n/a | 1 | n/a | 0 | n/a |