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Joanna Long

Commonwealth Financial Network

Needham, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-10-02
MA RA APPROVED 2024-04-23
  • NH RA
    APPROVED
    Since 2025-10-02
  • MA RA
    APPROVED
    Since 2024-04-23

Branch Locations

175 Highland Avenue, Suite 304, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 06/2019 08/2023
Vantage Point Financial, Llc Needham MA 06/2019 08/2023
Professional Staffing Group Boston MA 03/2017 06/2019
The Container Store- Chestnut Hill Chestnut Hill MA 04/2015 03/2017
Commonwealth Financial Network Waltham MA 01/2025 Present
Vantage Point Financial, Llc Needham MA 01/2025 Present
Commonwealth Financial Network Waltham MA 08/2023 01/2025
Vantage Point Financial, Llc Needham MA 08/2023 01/2025
  • 06/2019 → 08/2023
    Commonwealth Financial Network
    Waltham, MA
  • 06/2019 → 08/2023
    Vantage Point Financial, Llc
    Needham, MA
  • 03/2017 → 06/2019
    Professional Staffing Group
    Boston, MA
  • 04/2015 → 03/2017
    The Container Store- Chestnut Hill
    Chestnut Hill, MA
  • 01/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 01/2025 → Present
    Vantage Point Financial, Llc
    Needham, MA
  • 08/2023 → 01/2025
    Commonwealth Financial Network
    Waltham, MA
  • 08/2023 → 01/2025
    Vantage Point Financial, Llc
    Needham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01

View on SEC IAPD

Other Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC
PARK AVENUE SECURITIES LLC
M HOLDINGS SECURITIES, INC.
INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

Other Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

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