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33 Miller Street, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-02 |
| FL | RA | APPROVED | 2022-08-30 |
| NY | RA | APPROVED | 2021-03-12 |
| CT | RA | APPROVED | 2011-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Planning Associates, Ltd. | Fairfield | CT | 07/2004 | Present |
| Comprehensive Planning Associates, Ltd | Fairfield | CT | 06/2011 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 07/2011 | Present |
| Comprehensive Planning Associates, Ltd. | Fairfield | CT | 07/2012 | Present |
| M & G Brunner Llc | Fairfield | CT | 06/2019 | Present |
1)COMPREHENSIVE PLANNING ASSOCIATES, LTD, AKA COMPASS; INVT REL; 33 MILLER STREET, FAIRFIELD, CT 06824; INVESTMENT ADVISORS, INSURANCE SALES, TAX PREP AND BOOKKEEPING; IAR, ENROLLED AGENT AND MANAGE OFFICE OPERATIONS, INSURANCE PRODUCER; START 08/1998; 128 HRS/MO; 128 HRS/MO DURING TRADING; INVESTMENT ADVISORY/INSURANCE SERVICES AND DBA FOR SECURITIES BIZ. 2. M & G BRUNNER, LLC; NON INVESTMENT RELATED; 33 MILLER STREET, FAIRFIELD, CT 06824; CORPORATION FOR REAL ESTATE HOLDING; MEMBER; START 06/2019; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; COLLECT RENT AND PAY BILLS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-16 |
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