Amy Hochstein Clark

Current Employers

Employment History

• 08/1996 → Present
  Comprehensive Financial Planning, Inc.
  Richmond, VA
• 12/1996 → Present
  Comprehensive Financial Insurance Servic
  Richmond, VA
• 03/2002 → 08/2018
  Securities Service Network, Inc.
  Richmond, VA
• 06/2002 → Present
  Highstone Group
  Richmond, VA
• 08/2018 → Present
  Silver Oak Securities, Inc
  Jackson, TN

Previous Registrations

• 1996-11-15 → 2012-06-12
  Highstone Group
  Richmond, VA

Other Businesses

1)COMPREHENSIVE FINANCIAL INSURANCE SERVICES, INC - 4205 DOVER RD, RICHMOND, VA 23221 - PRIVATE CORP - AGENT - 6/18/1996 - 40 HR/MO/TRD HRS - I WORK WITH CLIENTS TO DETERMINE NEEDS PREPARING ILLUSTRATIONS SERVICING OF LIFE, HEALTH, DISABILITY, & LONG TERM CARE INSURANCE POLICIES.- NON-INVESTMENT RELATED 2)COMPREHENSIVE FINANCIAL PLANNING CORP. DBA COMPREHENSIVE FINANCIAL INVESTMENT ADVISORS -4205 DOVER ROAD, RICHMOND, VA 23221 - PRIVATE CORP - IAR OF RIA - 120 HR/MO/TRD HRS - MEET WITH CLIENTS TO DISCUSS FINANCIAL OBJECTIVES, GOALS, RECENT CHANGES, AND METHOD OF OBTAINING GOALS - INVESTMENT RELATED 3) HIGHSTONE PROPERTIES LLC - 4205 DOVER ROAD RICHMOND, VA 23221 - LLC - PROPERTY MAINTENANCE - 5/27/2011 - 0 HR/MO/TRD HRS - LLC CREATED TO PURCHASE AN OFFICE BUILDING FOR OUR PERSONAL USE - NON-INVESTMENT RELATED 4) HIGHSTONE GROUP -4205 DOVER ROAD RICHMOND, VA 23221 - PRIVATE CORP - DBA OF COMPREHENSIVE FINANCIAL PLANNING CORPORATION This an RIA firm and I am an assistant to this firm and will be receiving fees. - REGISTERED REPRESENTATIVE/ADMINISTRATIVE - Investment Advisor Representative who can collect fees - 1/1/1993 - 120 HR/MO/TRD HRS - INVESTMENT RELATED 5) Comprehensive Financial Group LLC, 4205 Dover Road, Richmond VA, 23221, Tax Preparation Services, Administration, begin date 01/01/1994, Depends on time of year more time spent during tax season, Not investment related, duties include to Assist our CPA organizing, collecting and assembling our clients tax returns and accounting payroll reports for small businesses 6)Parker Clark LLC, 4205 Dover Road, Richmond VA, 23221, Consulting and Solutions Broker, Owner, Begin date: 08/15/2018, The approximate number of hours per month devoted to this business: 25, The approximate number of hours per month devoted to this business, during trading hours: 0, Not investment related, Administrative and Consulting 7) Donald P. Clark Revocable Family Trust,Is Investment Related,"6015 Lake Pointe Drive, #105, Orlando, FL, 32822, United States",Trustee,Co Successor Trustee,2007-02-01,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,I am listed on my father-in-law's Revocable Trust as his co-successor Trustee with his oldest son because Mr. Clark used to live in Richmond and my husband traveled too much so he listed me because of my location and my knowledge. 8) S.A. Holdings LLC,Is Not Investment Related,"307 LOCK LANE S, , Richmond, VA, 23226, United States",Real Estate,Member,10/21/2025,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,"My husband and I set up this LLC to hold an office building that we are attempting to purchase. The building is where Parker Clark LLC rents space from. He and I are equal owners of S.A. Holdings LLC. As of now, there is nothing in the LLC but we are going through the application process with the bank and the small business administration to see if we qualify."

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-14
• S63 Uniform Securities Agent State Law Examination
  1996-05-09

Designations

Other Names

• Amy L Hochstein
• Amy Leigh Hochstein
• Amy Leigh Hochstein