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112 Range Road, Windham, NH 03087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2003-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial Planning, Inc. | Windham | NH | 12/2003 | 10/2020 |
| Northstar Financial Planning, Llc | Windham | NH | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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