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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-02-04 |
Branch Locations
425 Hooksett Road, Manchester, NH 03104 • United States
43 Constitution Drive, Bedford, NH 03110 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2018-08-15 |
Branch Locations
62 Gove Street, North Conway, NH 03860 • United States
425 Hooksett Road, Manchester, NH 03104-2632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Meredith | NH | 06/1990 | Present |
| Northeast Planning Associates, Inc. | Bedford | NH | 06/2006 | 11/2016 |
| Lpl Financial Llc | Bedford | NH | 07/2007 | 11/2016 |
| Ameriprise Financial Services, Inc. | Marlton | NJ | 01/2017 | 06/2018 |
| Lpl Financial, Llc | Manchester | NH | 08/2018 | Present |
| Northeast Planning Associates, Inc. | Manchester | NH | 02/2020 | Present |
1)08/15/2018 - David & Valerie Jensen Trust - Act in a Fiduciary Capacity - Not Investment Related - Conway, NH - Start Date: 01/01/00 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 08/15/2018 - Kathleen Sweeney,CPA - Business Advisory Services to small businesses to help them to structure their business in the most tax advantageous way - inv rel - at reported business location(s) - start date: 08/01/2018- 150 Hrs/Mth - 8 Hrs During Trading. 3) 2/5/2020 - Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 01/13/2020 - 2 Hours Per Month During Securities Trading - I provide financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 2 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 advisory firm is separate from and independent of LPL Financial. 4) 06/30/2025 - Andrew Van Sickle Trust - Not Investment Related - Act in a Fiduciary Capacity - Conway, NH - Start Date:06/11/2025 - 5 Hrs/Mth - 1 Hrs During Trading. 5) 06/30/2025 - Douglas Van Sickle Trust - Not Investment Related - Act in a Fiduciary Capacity - Conway, NH - Start Date:05/23/2025 - 5 Hrs/Mth - 1 Hrs During Trading. 6) 06/30/2025 - Donna Ballou Trust - Not Investment Related - Act in a Fiduciary Capacity - Conway, NH - Start Date:05/23/2025 - 5 Hrs/Mth - 1 Hrs During Trading. 7) 06/30/2025 - Barbara Van Sickle 1994 Trust - Not Investment Related - Act in a Fiduciary Capacity - Conway, NH - Start Date:05/23/2025 - 6 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-05 |
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