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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
Branch Locations
7380 Southwest 60Th Avenue Suite 1, Ocala, FL 34476 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Advisors | Ocala | FL | 01/2022 | Present |
| Acorn Tax And Wealth Advisors | Ocala | FL | 11/2020 | 12/2021 |
| Planet Fitness (Ocala, Fl Location) | Ocala | FL | 08/2018 | 03/2020 |
| Unemployed - Covid | Ocala | FL | 04/2020 | 11/2020 |
| American Eagle (Paddock Mall Location) | Ocala | FL | 09/2015 | 07/2018 |
| Osaic Wealth, Inc. | Ocala | FL | 01/2025 | Present |
1) AGO & Associates - 7380 SW 60th Ave, Suite 1, Ocala, FL 34476 Category: Insurance Investment Related: Yes Title: Agent/Sole Proprietor Duties: Sale and Service of Health Insurance, Fixed Annuities, Long-Term Care Insurance, and Traditional Life Insurance Start Date: 3/2/2023 Hours per Month: 32 Hours per Month during trading hours: 32 2) Comprehensive Financial Advisors, LLC - 7380 SW 60th Ave., Suite 1, Ocala, FL 34476 Category: Insurance Investment Related: Yes Title: Employee Duties: Sale and service of Accident Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Indexed Annuities, Long-Term Care Insurance, and Traditional Life Insurance Start Date: 3/17/2023 Hours per Month: 40 Hours per Month during trading hours: 16
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-01 |
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