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43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-06-28 |
Branch Locations
37 Broad Street, Westfield, MA 01805 • United States
43 Constitution Drive, Bedford, NH 03110 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Westfield | MA | 04/2012 | Present |
| Northeast Planning Associates, Inc. | Bedford | NH | 04/2012 | Present |
(1) 04/11/2012: Northeast Planning Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 08/30/2016: Northeast Planning Associates, Inc. - Registered Investment Advisor - DBA: (FP) Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - 50% Time Spent - I provide financial planning and consulting services through Northeast Planning Associates, an independent investment advisor firm. I started this business activity in April 2002 . I expect to spend approximately 80 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-20 |
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