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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2016-07-20 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2010-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bedford | NH | 06/2008 | Present |
| Northeast Planning Associates, Inc. | Bedford | NH | 07/2016 | Present |
1. 12/21/2010 - NON-VARIABLE INSURANCE,TERM LIFE, FIXED ANNUITIES, DI, HEALTH, 20% 2. 07/20/2016 -Northeast Planning Associates, Inc., Investment-Related, Bedford, NH, Registered Investment Advisor, Investment Advisor Representative 3. 11/04/2010 - LPL Financial, LLC, Investment-Related, Bedford, NH, Broker-Dealer, Registered Representative and Investment Advisor Representative 4. 9/14/2021 - No Business Name - Investment Related - Northwood, NH 03261 - Real Estate Rental - Started 09/18/2021 - 15 Hours Per Month/0 Hours During Securities Trading - AirBNB short term rentals at lake house.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-02 |
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