Jason Daniel Lawrence

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-03-07
NH	RA	APPROVED	2013-12-06

TX RA
APPROVED_RES

Since 2024-03-07
NH RA
APPROVED

Since 2013-12-06

Branch Locations

25 New Hampshire Ave. Ste 276, Portsmouth, NH 03801 • United States

133 Brock St, Rochester, NH 03867 • United States

43 Constitution Dr., Bedford, NH 03110 • United States

Northeast Planning Associates, Inc.

43 Constitution Drive, Bedford, NH 03110 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2014-01-08

NH RA
APPROVED

Since 2014-01-08

Branch Locations

43 Constitution Drive, Bedford, NH 03110 • United States

25 New Hampshire Ave Suite 276, Portsmouth, NH 03801 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Northeast Planning Associates, Inc.	Newington	NH	12/2013	Present
Lpl Financial, Llc	Newington	NH	11/2013	Present

12/2013 → Present

Northeast Planning Associates, Inc.

Newington, NH
11/2013 → Present

Lpl Financial, Llc

Newington, NH

Previous Registrations

2010-07-20 → 2013-10-04

Strategic Advisers Llc

Merrimack, NH

Cambridge, MA
2009-04-07 → 2009-06-16

Lpl Financial Llc

Nashua, NH
2009-01-12 → 2009-03-13

Strategic Advisers Llc

Merrimack, NH

Other Businesses

1. 11/18/2013: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 95%. 2. 1/6/2014: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 5% - RIA firm for fixed/hourly fee. 3. 11/2/2015: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/15/2015 - 5 Hours Per Month During Securities Trading. 4. 07/25/2017-Proverbs 23:4 - Lawrence Planning Group- Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/31/2017- 2 Hours Per Month During Securities Trading. 5. 07/25/2017-Isaiah 54:2 - Lawrence Real Estate Group- Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/31/2017- 2 Hours Per Month During Securities Trading. 6. 3/11/2021 - Lawrence Realty Group, Silver Street LLC - Investment Related - 124 Baer Road, Rollinsford, NH 03869; and Dover NH 03801 - Started 06/16/2020 - 4 Hours Per Month/0 Hours During Securities Trading - Primary residence has an apartment attached to the building. Other rental property is a three unit home. 7. 08/30/2021 - Lawrence Realty Group, Cushing Street LLC - Investment Related - Dover, NH - Real Estate Rental - Start Date: 09/02/2021- 4 Hours Per Month/0 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-01-09
S63	Uniform Securities Agent State Law Examination	2008-06-12

S66 Uniform Combined State Law Examination

2009-01-09
S63 Uniform Securities Agent State Law Examination

2008-06-12

Designations

Other Names

Jay Lawrence
Jay Daniel Lawrence
Jay D Lawrence
Jason Lawrence
Jason Daniel Lawrence
Jason Daniel Lawrence
Jason D Lawrence
Jason Lawrence
Jason D Lawrence

View on SEC IAPD