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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-31 |
| NC | RA | APPROVED | 2026-02-10 |
Branch Locations
43 Constitution Dr., Bedford, NH 03110 • United States
Spring Lake, NC • United States
Spring Lake, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bedford | NH | 10/2025 | Present |
| United States Army | Fort Bragg | NC | 06/2022 | 10/2025 |
| University Of Tampa And Derryfield Country Club | Tampa | FL | 08/2018 | 06/2022 |
| Bridgton Academy | Bridgton | ME | 08/2017 | 08/2018 |
| Manchester High School | Manchester | NH | 08/2015 | 08/2017 |
1) 09/2025 - Northeast Planning Associates / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100 % time spent. 2) 11/05/2025 - Northeast Planning Associates - Registered Investment Advisor - Admin - Investment Related - At Reported Business location(s) - Start Date 10/01/2025 - 160 hours per month/ 8 hours during trading - I provide administrative support to Northeast Planning Associates, an independent investment advisor firm. I started this business activity in 10/2025. 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 | 2026-01-29 |
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