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Damon Paul Heller

Comprehensive Financial Planning, Inc.

East Petersburg, PA

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Current Employers
Comprehensive Financial Planning, Inc.

5995 Lemon Street, East Petersburg, PA 17520-1329 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-06
  • PA RA
    APPROVED
    Since 2021-07-06

Branch Locations

5995 Lemon Street, East Petersburg, PA 17520-1329 • 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
Alps Denver CO 03/2014 06/2017
Jml Ingredients East Petersburg PA 09/2017 06/2019
Comprehensive Financial Planning East Petersburg PA 06/2019 Present
  • 03/2014 → 06/2017
    Alps
    Denver, CO
  • 09/2017 → 06/2019
    Jml Ingredients
    East Petersburg, PA
  • 06/2019 → Present
    Comprehensive Financial Planning
    East Petersburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-23
S63 Uniform Securities Agent State Law Examination 2001-07-12
  • S65 Uniform Investment Adviser Law Examination
    2021-06-23
  • S63 Uniform Securities Agent State Law Examination
    2001-07-12

View on SEC IAPD

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PERSONAL WEALTH ADVISORY, LLC
GENEOS WEALTH MANAGEMENT, INC.
PFS INVESTMENTS INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

MICHAEL VINCENT KOWALICK
WENDEL LEE KING
PATRICK JOSEPH CLOONAN
BROOKE WILLIAMSON HERR
RICHARD JOHN WALTERS
CINDY LYNN SHUMAN
MICHAEL MILES HARTLETT
Jennifer E Ritter

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · East Petersburg, PA
AMERIPRISE FINANCIAL SERVICES, LLC · East Petersburg, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · E Petersburg, PA
EDWARD JONES · LANCASTER, PA
PERSONAL WEALTH ADVISORY, LLC · LANCASTER, PA
GENEOS WEALTH MANAGEMENT, INC. · LANCASTER, PA
PFS INVESTMENTS INC. · LANCASTER, PA
RAYMOND JAMES & ASSOCIATES, INC. · Lancaster, PA

More in East Petersburg, PA

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