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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-17 |
| NH | RA | APPROVED | 2007-07-31 |
Branch Locations
7 Leavy Dr, Bedford, NH 03110 • United States
425 Hooksett Road, Manchester, NH 03104-2632 • United States
409 Amherst St, Nashua, NH 03063 • United States
43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2005-08-22 |
Branch Locations
425 Hooksett Road, Manchester, NH 03104-2632 • United States
43 Constitution Drive, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Planning Associates, Inc. | Manchester | NH | 08/2005 | Present |
| Lpl Financial Llc | Manchester | NH | 07/2007 | Present |
1. 07/23/2007 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 1% - HEALTH INSURANCE. 2. 07/23/2007 - NORTHEAST PLANNING ASSOCIATES, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 11/26/2007 - NORTHEAST PLANNING ASSOCIATES, INC. - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 5% - RIA PROVIDES FINANCIAL PLANNING FOR A FIXED AND/OR HOURLY FEE. 4. 06/02/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 06/01/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-19 |
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