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33 Miller Street, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-30 |
| NY | RA | APPROVED | 2021-03-29 |
| CT | RA | APPROVED | 2012-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Planning Associates, Ltd | Fairfield | CT | 03/2012 | Present |
| Fishing With Matt And Josh | Westbrook | ME | 01/2007 | 04/2023 |
| Comprehensive Planning Associates, Ltd. | Fairfield | CT | 10/2011 | Present |
| Gradient Securities, Llc. | Arden Hills | MN | 01/2016 | Present |
| Comprehensive Planning Associates, Ltd. | Fairfield | CT | 07/2012 | Present |
| M & G Brunner Llc | Fairfield | CT | 06/2019 | Present |
1. COMPREHENSIVE PLANNING ASSOCIATES, LTD. AKA COMPASS; INVESTMENT RELATED; 33 MILLER STREET, FAIRFIELD, CT 06824; CEO/SHAREHOLDER; START 10/2011; 120 HOURS PER MONTH; 120 HOURS DURING SECURITIES TRADING HOURS; INVESTMENT ADVISOR REPRESENTATIVE AND DBA FOR INSURANCE BUSINESS. 2. M & G BRUNNER, LLC; NON INVESTMENT RELATED; 33 MILLER STREET, FAIRFIELD, CT 06880; CORPORATION FOR REAL ESTATE HOLDING; MEMBER; START 06/2019; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; COLLECT RENT AND PAY BILLS. 3. WESTBROOK RECREATION & CONSERVATION COMMISSIONS; NON INVESTMENT RELATED; 2 York Street, WESTBROOK MAINE 04092; CHAIR OF CONSERVATION COMMITTEE; START 02/2026; 3 HOURS PER MONTH; 0 DURING TRADING HOURS; $0 COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-10 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-13 |
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