Best Investors
Account
Sign in
43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-08 |
Branch Locations
26 Parker Street Unit B, Newburyport, MA 01950 • 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 | 2025-03-04 |
Branch Locations
26 Parker Street, Unit B, Newburyport, MA 01950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Newburyport | MA | 02/2024 | Present |
| La Cabra Brewing | Berwyn | PA | 01/2015 | 05/2018 |
| Virginia Tech | Blacksburg | VA | 11/2019 | 06/2023 |
| Martin's Dam Club | Wayne | PA | 05/2018 | 08/2022 |
| Northeast Planning Associates, Inc. | Newburyport | MA | 09/2023 | Present |
| Independence Square Advisors | King Of Prussia | PA | 05/2022 | 08/2022 |
1. 02/02/2024 - Northeast Planning Associates. Inc - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business Location(s) - Start date: 1/24/2023 - 175hrs/mnth 8 hrs during trading 2. 09/04/2025 - Northeast Planning Associates, Inc. - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business Location(s) - Start date: 09/02/2025 - 0hrs/mnth 0 hrs during trading 3. 09/29/2025 - Northeast Planning Associates, Inc. - Registered Investment Advisor - Inv rel - At reported business Location(s) - Start date: 09/02/2025 - 4hrs/mnth 1 hrs during trading. I provide financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 4 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 | 2024-05-04 |
Reach out to this advisor