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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-09 |
| MA | RA | APPROVED | 2017-10-31 |
Branch Locations
980 Washington Street Suite 123, Dedham, MA 02026 • United States
Sanibel, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Dover | MA | 01/2010 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
| Planstrong Investment Management | Dedham | MA | 10/2017 | Present |
1. Fixed insurance sales conducted under 'Plan Strong Investment Management'. Investment related. Conducted from branch location. 2. President, PRP Holdings Inc.; a private entity established to facilitate securities, advisory, and insurance business; Located in Sanibel, FL 33957; as of 01/01/2026; 20% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
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