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332 Tilton Road, Northfield, NJ 08225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Professionals, Llc | Lansdale | PA | 11/2012 | 09/2017 |
| National Planning Cooperation | Lansdale | PA | 12/2012 | 08/2017 |
| Comprehensive Advisors, Llc | Lansdale | PA | 12/2012 | 09/2017 |
| Integrity Investment Advisors, Llc | Lansdale | PA | 12/2012 | 09/2017 |
| Shearer Josuweit & Company | Montgomeryville | PA | 09/2010 | 08/2017 |
| Cra Financial Services, L.L.C. | Northfield | NJ | 09/2017 | Present |
| Capaldi, Reynolds & Pelosi, P.A. | Northfield | NJ | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-20 |
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