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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-11-02 |
Branch Locations
175 Highland Avenue Suite 304, Needham, MA 02494 • United States
Medfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2015 | Present |
| E3 Financial Planning | Needham | MA | 10/2015 | 08/2025 |
| Framewell Financial | Needham | MA | 08/2025 | Present |
1. Fixed Insurance sales, as of 07/01/2015, 10% of time spent during business hours, conducted at branch, investment related. 2. Owner, J LaFrance Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 01/08/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-30 |
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