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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2007-07-27 |
Branch Locations
43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2005-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Planning Associates, Inc. | Bedford | NH | 11/2003 | Present |
| Lpl Financial, Llc | Bedford | NH | 07/2007 | Present |
1. 10/30/2007 - DBA ONLY - NORTHEAST PLANNING ASSOCIATES, INC. - TIME SPENT 80% - BEDFORD, NH. 2. 10/30/2007 - NON-VARIABLE INSURANCE - WORK AS A BROKER WITH THE VARIOUS HEALTH INSURANCE CARRIERS HERE IN NH AND MA SUCH AS HARVARD, ANTHEM BC/BS AND CIGNA TO NAME A FEW. - TIME SPENT 15% - BEDFORD, NH. 3. 11/16/2007 - REGISTERED INVESTMENT ADVISOR - NORTHEAST PLANNING ASSOCIATES, INC. - RIA PROVIDES FINANCIAL PLANNING FOR A FIXED AND/OR HOURLY FEE. - TIME SPENT 5% - BEDFORD, NH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-04 |
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