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Advisor at COMMONWEALTH FINANCIAL NETWORK
WALTHAM, MA | Boston, 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 | Sep 2, 2020 | n/a | yes | Boston, MA|WALTHAM, MA | Current employment |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Dec 6, 2018 | Aug 28, 2020 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CUSO FINANCIAL SERVICES, L.P. | COMMONWEALTH FINANCIAL NETWORK | Aug 28, 2020 | Sep 2, 2020 | 5 | Firm change | Ibd to ibd |