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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-25 |
| ME | RA | APPROVED | 2017-09-25 |
Branch Locations
55 Cushing St, Brunswick, ME 04011 • United States
75 Boulder Way, Biddeford, ME 04005 • United States
3 Union Park Rd, Topsham, ME 04086 • United States
671 Broadway, Bangor, ME 04401 • United States
671 Broadway, Bangor, ME 04401 • United States
6 Dirigo Dr, Brewer, ME 04412 • United States
10 Venture Way, Bangor, ME 04401 • United States
43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2017-10-16 |
Branch Locations
43 Constitution Drive, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darling's Auto Group | Bangor | ME | 10/2014 | 08/2017 |
| Lpl Financial, Llc | Bangor | ME | 06/2017 | Present |
| Northeast Planning Associates, Inc. | Bangor | ME | 10/2017 | Present |
1. 12/5/2017 - Northeast Planning Associates, Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 10/02/2017 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Northeast Planning Associates, Inc, an independent investment advisor firm. I started this business activity on 12/05/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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 firm is separate from and independent of LPL Financial. 2. 3/5/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2017 - 40 Hours Per Month During Securities Trading. 3. 10/05/2021 - Concierge for Advisors - Investment Related - 671 Broadway, Bangor, ME 04401 - Non-Variable Insurance - Start Date: 06/18/2021 - 10 Hours Per Month/5 Hours During Securities Trading. 4. 12/22/2021 - Maine Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/03/2022 - 120 Hours Per Month/120 Hours During Securities Trading. 5. 1/14/2022 - Northeast Planning Associates, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/21/2017 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent: 100%. 6. 04/13/2023 - Maine Wealth Planning, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Principal Owner - Start Date 02/23/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading. 7) 07/30/2025 - Atlantic Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/29/2025 - 40 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-07 |
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