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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-07-11 |
Branch Locations
43 Constitution Drive, Bedford, NH 03110 • United States
Windham, ME • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark Morrison Consulting, Dba Sage Solutions | Windham | ME | 03/2010 | 12/2022 |
| Edward Jones | Portland | ME | 09/2015 | 11/2020 |
| Ameriprise Financial Services, Llc | Nashua | NH | 11/2020 | 05/2025 |
| Lpl Financial Llc | Windham | ME | 06/2025 | Present |
| Northeast Planning Associates, Inc. | Windham | ME | 06/2025 | Present |
1. 06/02/2025 - Northeast Planning Associates Inc - DBA for LPL Business (entity for LPL business) - Inv rel - At Reported Business Location(s) - Start date: 05/15/2025 - 150 hrs/ Month/ 7 hrs during trading. 2. 06/02/2025 - Elected Town Counciler - Politics/Government - Windham, ME - Not Inv Rel - Start date: 11/03/2025 - 8 hrs/ Month/ 0 hrs during trading. 3. 06/02/2025 - Notary - Notary for Wedding Ceremonies only - At Reported Business Location(s) - inv Rel Start date: 05/24/2019 - 0 hrs/ Month/ 0 hrs during trading. 4. 06/26/2025 - Various Insurance Carriers - Non-Variable Insurance - At Reported Business Location(s) - Inv Rel - Start date: 06/05/2025 - 12 hrs/ Month/ 1 hrs during trading. 5. 07/14/2025 - Northeast Planning Associates, Inc - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Inv Rel - Start date: 05/15/2025 - 160 hrs/ Month/ 100 hrs during trading. I provide investment advisory services through Northeast Planning Associates, Inc, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-18 |
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