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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2014-01-31 |
Branch Locations
43 Constitution Drive, Bedford, NH 03110 • United States
278 Lafayette Road Building E Suite 11, Portsmouth, NH 03801 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2013-11-22 |
Branch Locations
278 Lafayette Rd Ste 11 Bldg E, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Portsmouth | NH | 11/2013 | Present |
| Northeast Planning Associates, Inc. | Bedford | NH | 01/2014 | Present |
1. 1/29/2014: NORTHEAST PLANNING ASSOCIATES, INC. - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 6/18/2015: NORTHEAST PLANNING ASSOCIATES, INC. - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 100% - IAR FOR RIA. 3. 8/5/2015: NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - STARTED 07/20/2015 - 5 HOURS PER MONTH/1 HOUR DURING SECURITIES TRADING - FIXED INSURANCE SALES-LIFE, HEALTH, LTC, FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
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