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Advisor at COMMONWEALTH FINANCIAL NETWORK
Marlborough, MA | Hudson, NH
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 2, 2024 | n/a | yes | Marlborough, MA|Hudson, NH | Current employment |
| CLARK ASSET MANAGEMENT, LLC | Independent wealth | Jul 7, 2023 | Oct 11, 2023 | no | HUDSON, NH|STRATHAM, NH | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | May 5, 2020 | Oct 27, 2022 | no | WESTBOROUGH, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARK ASSET MANAGEMENT, LLC | COMMONWEALTH FINANCIAL NETWORK | Oct 11, 2023 | Jan 2, 2024 | 83 | Firm change | RIA to ibd |
| COMMONWEALTH FINANCIAL NETWORK | CLARK ASSET MANAGEMENT, LLC | Oct 27, 2022 | Jul 7, 2023 | 253 | Firm change | Ibd to RIA |