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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2007-08-06 |
Branch Locations
43 Constitution Dr., Bedford, NH 03110 • United States
Manchester, NH • United States
43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2004-07-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Planning Associates, Inc. | Bedford | NH | 11/2003 | Present |
| Lpl Financial Llc | Bedford | NH | 07/2007 | Present |
1. 7/18/2007 - NON-VARIABLE INSURANCE - CONCEPTS IN BENEFITS - HEALTH, LTC, TERM - TIME SPENT 5% - BEDFORD, NH. 2. 7/18/2007 - DBA ONLY - NORTHEAST PLANNING ASSOCIATES, INC. - BEDFORD, NH. 3. 11/16/2007 - REGISTERED INVESTMENT ADVISOR - NORTHEAST PLANNING ASSOCIATES, INC. - RIA PROVIDES FINANCIAL PLANNING FOR A FIXED AND/OR HOURLY FEE. - TIME SPENT 5% - BEDFORD, NH. 4. 12/11/2012: NON-VARIABLE INSURANCE - SELLING NON-VARIABLOE INSURANCE PRODUCTS BASED ON CLIENT NEEDS. - TIME SPENT 5% - BEDFORD, NH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-03 |
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