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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-30 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1110 N. Broad Street, Lansdale, PA 19446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Professionals, Inc. | Lansdale | PA | 06/2011 | Present |
| National Planning Corporation | Lansdale | PA | 09/2015 | 11/2017 |
| Lpl Financial Llc | Lansdale | PA | 11/2017 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2018 | Present |
1. 4/18/2018 - Comprehensive Financial Professionals, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 03/14/2022 - CompProp LLC - Investment Related - Lansdale PA 19446 - Real Estate Rental - Start Date - 03/01/2022 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 08/16/2022- COMPREHENSIVE FINANCIAL HOLDINGS, LLC - Not Investment Related - At Reported Business Location(s) - EPM INVESTMENT HOLDINGS, LLC- Start Date- 07/31/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-21 |
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