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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2008-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Bedford | NH | 10/2007 | Present |
1. 10/23/2007: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/12/2015: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/21/15 - 5 Hours Per Month During Securities Trading - IAR - RIA provides financial planning for a fixed and/or hourly fee along with investment management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-09 |
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