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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-19 |
Branch Locations
43 Constitution Drive, Bedford, NH 03110 • United States
446 Central Ave Ste 6, Dover, NH 03820 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newmarket School District | Newmarket | NH | 07/2015 | 07/2020 |
| Lpl Financial Llc | Dover | NH | 04/2020 | Present |
| Northeast Planning Associates, Inc. | Dover | NH | 02/2026 | Present |
1.10/07/2021; The Beacon Retirement Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/01/2019; 20hrs/mth; 20hrs during trading 2.02/18/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name THE BEACON RETIREMENT GROUP; Investment Related; at Reported Business Location(s); Start Date 07/08/2019; 40hrs/mth; 40hrs during trading 3.02/18/2022; none; Outside/W-2 Employment; Not Investment Related; 32 Atlantic Ave. Dover,NH; Start Date 02/01/2021; 50hrs/mth; 0hrs during trading 4.03/20/2026; (FP) Northeast Planning Associates, LLC; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 02/26/2026; 5hrs/mth; 1hrs during trading; I provide financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 5 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. 5.08/07/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Northeast Planning Associates, Inc; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 10hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-24 |
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