Alexandre Miguel Oliveira

Current Employers

Employment History

• 07/2008 → Present
  Lpl Financial Llc
  Waltham, MA
• 07/2008 → Present
  Northeast Planning Associates, Inc.
  Waltham, MA

Other Businesses

(1) 07/02/2008: Northeast Planning Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 11/26/2008: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 10% Time Spent - Life, Health, DI, LTC, Fixed Annuities (3) 03/30/2011: Olive Tree Wealth Management - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 80% Time Spent - President of this corporation to run my wealth management practice for accounting, record keeping, and tax purposes (4) 05/28/2014: Olive Tree Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (5) 06/24/2014: Olive Tree Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 40 Crescent Street, Suite 203, Waltham, MA 02453 - Start 06/02/2014 - 160 Hr/Mo; 120 Hour(s) During Securities Trading (6) 08/30/2016: Northeast Planning Associates, Inc. - Registered Investment Advisor - DBA: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - 100% Time Spent - I provide financial planning and consulting services through Northeast Planning Associates, an independent investment advisor firm. I started this business activity in July 2008. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-08