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3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-21 |
| LA | RA | APPROVED | 2022-11-28 |
| PA | RA | APPROVED | 2006-12-19 |
Branch Locations
3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 12/2006 | Present |
1) Liberty Asset Management, Investment related:Yes, 3570 Hamilton Blvd., Allentown, Pennsylvania, 18103, Registered Investment Advisor, Shareholder, 08/02/2006, 60%, Chief Compliance Officer. Investment Adviser 2)Liberty Wealth Management, Investment related:No, 3570 Hamilton Blvd., Allentown, Pennsylvania, 18103, Life and heath insurance sales, Managing Partner, 08/02/2006, 100, Chief Compliance Officer. Insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-16 |
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