Zachary Miles Longley

Current Employers

Employment History

• 11/2003 → Present
  Northeast Planning Associates, Inc
  Newburyport, MA
• 07/2007 → Present
  Lpl Financial Llc
  Newburyport, MA

Previous Registrations

• 2003-11-21 → 2004-09-29
  Mutual Service Corporation
  Newburyport, MA
• 1994-04-14 → 2003-11-13
  Veravest Investment Advisors, Inc.
  Bedford, NH

Other Businesses

(1) 10/30/2009: Z.A.R.R. - Real Estate Rental - Investment Related - At Reported Business Location(s) - 5% Time Spent - 7 Rental Units, Office Space (2) 11/02/2009: Concepts in Benefits - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 2% Time Spent - Cafeteria plans (3) 11/11/2009: Pension Design Services - Third Party Administrator (TPA) - Investment Related - At Reported Business Location(s) - 2% Time Spent - retirement plan administration (4) 11/11/2009: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 15% Time Spent - Providing fixed insurance products through the Immediate Legacy marketing program (5) 03/03/2010: Northeast Planning Associates, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 80% Time Spent (6) 02/24/2015: newburyport financial planning LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 26 Parker Street, Unit B Newburyport, MA 01950 - Start 02/13/2015 - 2 Hr/Mo; 2 Hour(s) During Securities Trading (7) 08/30/2016: Northeast Planning Associates, Inc - Registered Investment Advisor - DBA: Northeast Planning Associates, Inc - Investment Related - At Reported Business Location(s) - 32 Hr/Mo - I provide financial planning and consulting services through Northeast Planning Associates, an independent investment advisor firm. I started this business activity in Nov 2003. I expect to spend approximately 32 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. (8) 12/19/2016: No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Notary Public - Started 12/12/2016 - 1 Hour Per Month During Securities Trading - Notarize documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-09
• S63 Uniform Securities Agent State Law Examination
  1993-08-03