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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2016-03-11 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2014-05-12 |
| TX | RA | APPROVED | 2014-05-12 |
Branch Locations
43 Constitution Dr., Bedford, NH 03110 • United States
Bedford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bedford | NH | 09/2013 | Present |
| Northeast Planning Associates, Inc. | Bedford | NH | 02/2016 | Present |
1. 10/7/2013 - Northeast Planning Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 12/7/2018 - Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 05/25/2016 - 8 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through Northeast Planning Associates Inc, an independent investment advisor firm. I started this business activity in 05/25/2016. I expect to spend approximately 8 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-09 |
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