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

Jan 13, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Jan 13, 1998

First registration

Jun 24, 2002

Dual registered

yes, broker-dealer

Other names

SHARI MELTZER|SHARI MELTZER REFFSIN

IAPD individual key

2973520

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df939089-429f-8602-d47d-858b8e990e23

First observed

Jun 24, 2002

Last observed

Sep 15, 2026 6 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.