Best Investors
Account
Sign in
Best Investors
Account
Sign in
43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
Branch Locations
43 Constitution Drive, Bedford, NH 03110 • United States
26 Parker Street Unit B, Newburyport, MA 01950 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED_RES | 2026-04-09 |
Branch Locations
26 Parker Street, Unit B, Newburyport, MA 01950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trader Joe's | Brookline | MA | 08/2010 | 08/2018 |
| Heritage Holding | Boston | MA | 06/2017 | 08/2018 |
| Maicom Llc | North Andover | MA | 04/2018 | 08/2018 |
| Citigroup | Boston | MA | 08/2018 | 02/2025 |
| Lpl Financial Llc | Newburyport | MA | 04/2026 | Present |
| Unemployed | Newburyport | MA | 03/2025 | 03/2026 |
| Northeast Planning Associates, Inc. | Newburyport | MA | 04/2026 | Present |
1) 2026-04-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Northeast Planning Associates, Inc. - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-31 - 160hrs/mth - 160hrs/mth during trading 2) 2026-05-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (FP)Northeast Planning Associates, Inc. - Registered Investment Advisor - Y - at reported business location(s) - 2026-03-31 - 160hrs/mth - 160hrs/mth during trading - Client support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-01 |
Reach out to this advisor