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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-23 |
| NH | RA | APPROVED | 2009-01-20 |
Branch Locations
43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2009-06-25 |
Branch Locations
43 Constitution Drive, Bedford, NH 03110 • United States
1415 Elm Street, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Planning Associates | Bedford | NH | 09/2008 | Present |
| Lpl Financial Llc | Bedford | NH | 10/2008 | Present |
1. 10/4/08- NORTHEAST PLANNING/ 100% OF HOURS/ BEDFORD, NH 2. LPL Financial, LLC - Investment Related - Based out of Bedford, NH - Broker Dealer and Registered Investment Advisor, Registered Representative and Investment Advisor Representative, 10/2008, Less than 10% of Time 3. No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - % of Time Spent - Fixed Insurance Sales, including life, disability, LTC, and fixed annuity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-16 |
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