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55 Madison Avenue Suite 400, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
55 Madison Avenue Suite 400, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Generational Wealth Planning, Llc Dba Comprehensive Wealth Servi | Morristown | NJ | 01/2025 | Present |
| Comprehensive Wealth Services, Llc | Randolph | NJ | 05/2004 | 01/2025 |
Tax preparation / Seasonal / ______ hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-25 |
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