DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at NORTHEAST PLANNING ASSOCIATES, INC.
BEDFORD, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 27, 2007 | n/a | yes | BEDFORD, NH | Current employment |
| NORTHEAST PLANNING ASSOCIATES, INC. | Independent wealth | Jul 22, 2004 | n/a | yes | BEDFORD, NH | Current employment |
| MUTUAL SERVICE CORPORATION | n/a | Dec 17, 2003 | Sep 29, 2004 | no | BEDFORD, NH|BEDFORD, NH | Previous registration |
| VERAVEST INVESTMENT ADVISORS, INC. | n/a | Mar 4, 1983 | Dec 18, 2003 | no | BEDFORD, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MUTUAL SERVICE CORPORATION | NORTHEAST PLANNING ASSOCIATES, INC. | Sep 29, 2004 | Jul 22, 2004 | -69 | Firm change after gap | Other |
| VERAVEST INVESTMENT ADVISORS, INC. | MUTUAL SERVICE CORPORATION | Dec 18, 2003 | Dec 17, 2003 | -1 | Firm change | Other |