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Current Employers
Northeast Planning Associates, Inc.

43 Constitution Drive, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-08
  • MA RA
    APPROVED
    Since 2025-10-08

Branch Locations

26 Parker Street Unit B, Newburyport, MA 01950 • United States

43 Constitution Drive, Bedford, NH 03110 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-04
  • MA RA
    APPROVED
    Since 2025-03-04

Branch Locations

26 Parker Street, Unit B, Newburyport, MA 01950 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2024 → Present
    Newburyport, MA
  • 01/2015 → 05/2018
    La Cabra Brewing
    Berwyn, PA
  • 11/2019 → 06/2023
    Virginia Tech
    Blacksburg, VA
  • 05/2018 → 08/2022
    Martin's Dam Club
    Wayne, PA
  • 09/2023 → Present
    Newburyport, MA
  • 05/2022 → 08/2022
    Independence Square Advisors
    King Of Prussia, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-04
  • S66 Uniform Combined State Law Examination
    2024-05-04
Designations
Other Names
  • Dylan Burling

View on SEC IAPD

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