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Glenn Forrest Brown

Plandynamic, LLC

Framingham, MA

CRD 2488667

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Employer firm

Plandynamic, LLC CRD 291154

$28.9M regulatory AUM 71 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Plandynamic, Llc

945 Concord Street, Framingham, MA 01701 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-04-09
  • MA RA
    APPROVED
    Since 2018-04-09

Branch Locations

945 Concord Street, Framingham, MA 01701 • 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
Windhaven Investment Management, Inc. Boston MA 02/2013 06/2017
Unemployed Ashland MA 06/2017 12/2017
Plandynamic, Llc Boston MA 12/2017 Present
  • 02/2013 → 06/2017
    Windhaven Investment Management, Inc.
    Boston, MA
  • 06/2017 → 12/2017
    Unemployed
    Ashland, MA
  • 12/2017 → Present
    Plandynamic, Llc
    Boston, MA
Previous Registrations
  • 2017-05-23 → 2017-06-08
    Thomaspartners, Inc.
    Boston, MA
    Boston, MA
  • 2013-03-25 → 2017-06-08
    Windhaven Investment Management, Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-18
S63 Uniform Securities Agent State Law Examination 1994-07-22
  • S65 Uniform Investment Adviser Law Examination
    2013-03-18
  • S63 Uniform Securities Agent State Law Examination
    1994-07-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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