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Current Employers
Comprehensive Wealth Solutions, Llc

433 Plaza Real Suite 275, Boca Raton, FL 33432-9999 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2017-08-01
FL RA APPROVED 2011-03-01
NJ RA APPROVED 2004-05-10
TX RA APPROVED_RES 2004-05-03
  • WY RA
    APPROVED
    Since 2017-08-01
  • FL RA
    APPROVED
    Since 2011-03-01
  • NJ RA
    APPROVED
    Since 2004-05-10
  • TX RA
    APPROVED_RES
    Since 2004-05-03

Branch Locations

433 Real Plaza Suite 275, Boca Raton, FL 33432-9999 • 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
Comprehensive Wealth Solutions, Llc Boca Raton FL 03/2004 Present
Previous Registrations
  • 2002-07-19 → 2004-05-26
    Pricewaterhousecoopers Investment Advisers Llc
    Florham Park, NJ
Other Businesses

Gary L. Dennis; sole proprietor; insurance sales; non-investment related; 160 W Camino Real, #129, Boca Raton, FL 33432; start 02/18/2011; approximate 2 hours per month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-02-04
S65 Uniform Investment Adviser Law Examination 1991-07-25
  • S63 Uniform Securities Agent State Law Examination
    1992-02-04
  • S65 Uniform Investment Adviser Law Examination
    1991-07-25
Designations
Other Names
  • Gary Dennis

View on SEC IAPD

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