Stephen Dale Mcfeely

Current Employers

Employment History

• 03/2016 → 10/2019
  Cassaday And Company, Inc
  Mclean, VA
• 11/2019 → 05/2020
  Unemployed
  Herndon, VA
• 06/2020 → Present
  Lpl Financial Llc
  Oak Hill, VA
• 07/2020 → Present
  Northeast Planning Associates, Inc.
  Oak Hill, VA

Previous Registrations

• 2017-05-09 → 2019-11-25
  Cassaday & Co Inc
  Mclean, VA
• 2015-01-05 → 2016-04-12
  Harbour Capital Advisors, Llc
  Tysons Corner, VA

Other Businesses

1. 6/3/2020 - Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/15/2020 - Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 07/02/2020 - 10 Hours Per Month/1 Hour During Securities Trading - I provide financial planning and consulting services through Northeast Planning Associates Inc., an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 10 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. 3. 11/6/2020 - Newburyport Financial Group, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 10/31/2020 - 40 Hours Per Month/40 Hours During Securities Trading. 4. 12/01/2023 - Rent through existing entity NFG - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 11/03/2023 - 0 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-06-24

Designations

Other Names

• Steve Mcfeely