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

Feb 1, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 27, 1996

First registration

Dec 19, 1997

Dual registered

yes, broker-dealer

Other names

JANET L GRANTZ

IAPD individual key

2137359

• Occurred

  Jul 25, 2022
  Advisor changed firm

  Janet Grantz Hart left Arbor Point Advisors for Commonwealth Financial Network (registered 2022-07-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c78baa1a-9835-3c79-65e0-db091ed81a60

First observed

Dec 19, 1997

Last observed

Sep 14, 2026 7 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.