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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-31 |
Branch Locations
980 Washington Street Suite 123, Dedham, MA 02026 • 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 | Dedham | MA | 09/2010 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
Owner, ABB Holdings, LLC, DBA PlanStrong Investment Management; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-13 |
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