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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-14 |
| NH | RA | APPROVED | 2007-07-27 |
Branch Locations
25 New Hampshire Ave. Ste 276, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Planning Associates, Inc. | Newington | NH | 11/2003 | 01/2018 |
| Lpl Financial, Llc | Portsmouth | NH | 07/2007 | Present |
1. 07/25/2007: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - LIFE, HEALTH, LTC, AND GROUP 2. 03/19/2008: NO BUSINESS NAME - INV REL - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - INDEPENDENT INSURANCE AGENCY SELLING FIXED INSURANCE PRODUCT 3. 09/17/2025 - Northeast Planning Associates, Inc. - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - STart date: 09/16/2025 - 0hrs/mnth 0hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
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