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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-22
PA RA APPROVED 2017-12-11
  • TX RA
    APPROVED
    Since 2024-07-22
  • PA RA
    APPROVED
    Since 2017-12-11

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

1110 N. Broad Street, Lansdale, PA 19446 • United States

Comprehensive Advisors, Llc

1110 N. Broad Street, Lansdale, PA 19446 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-10-02
TX RA APPROVED_RES 2017-08-23
  • PA RA
    APPROVED
    Since 2017-10-02
  • TX RA
    APPROVED_RES
    Since 2017-08-23

Branch Locations

1110 N. Broad Street, Lansdale, PA 19446 • 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
National Planning Corporation Lansdale PA 09/2001 11/2017
Comprehensive Advisors, Llc Lansdale PA 08/2017 Present
Integrity Investment Advisors, Llc Lansdale PA 05/2006 Present
Lpl Financial Llc Lansdale PA 11/2017 Present
Private Advisor Group, Llc Lansdale NJ 12/2017 Present
Previous Registrations
  • 2006-07-17 → 2017-12-31
    Lansdale, PA
  • 2001-10-03 → 2017-12-05
    National Planning Corporation
    Lansdale, PA
    Lansdale, PA
    Perkasie, PA
    Los Angeles, CA
  • 2003-03-21 → 2006-07-20
    Bush Levin Tecosky Zinman Financial Services Llc.
    Huntingdon Valley, PA
Other Businesses

1. 11/29/2017 - Funk and Waite, LLC - Not Investment Related - Lansdale, PA - Real Estate Rental - Start Date 7/10/2015 - 2 Hour Per Month/0 Hours During Securities Trading - Co-owner. 2. 4/11/2018 - Comprehensive Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 08/01/2017 - 2 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through Comprehensive Advisors, LLC, an independent investment advisor firm. I started this business activity in 08/2017. I expect to spend approximately 2 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 4/11/2018 - Comprehensive Financial Professionals, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2017 - 156 Hours Per Month/127 During Securities Trading. 4. 5/17/2018 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/01/2017 - 120 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/16/2018. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 6/7/2018 - Private Advisor Group - DBA: (Hybrid)Comprehensive Financial Professionals, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/01/2017 - 120 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/24/2018. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 11/04/2021 - Rapunzel Day Spa & Salon - Not Investment Related - 1959 W Point Pike, Lansdale, PA 19446 - Other-Day Spa and Hair Salon - Start Date: 03/01/2005 - 3 Hours Per Month/0 Hours During Securities Trading - Co-owner. 7. 03/25/2022 - CompProp LLC - Investment Related - Lansdale, PA 19446 - Real Estate Rental - Start Date: 03/01/2022 - 4 Hours Per Month/0 Hours During Securities Trading - Purchase an office building. 8. 08/16/2022- COMPREHENSIVE FINANCIAL HOLDINGS, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only-Start Date- 07/31/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-14
S63 Uniform Securities Agent State Law Examination 1992-10-01
  • S65 Uniform Investment Adviser Law Examination
    1992-10-14
  • S63 Uniform Securities Agent State Law Examination
    1992-10-01
Designations
Other Names
  • Timothy Waite

View on SEC IAPD

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