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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2004-07-29 |
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. 07/19/2007: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/16/2007: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 10% - RIA provides financial planning for a fixed and/or hourly fee. 3. 3/29/2016: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/11/2015 - 20 Hours Per Month During Securities Trading - RIA provides financial planning for a fixed and/or hourly fee along with investment management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-01 |
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