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5995 Lemon Street, East Petersburg, PA 17520-1329 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2007-06-04 |
Branch Locations
5995 Lemon Street, East Petersburg, PA 17520-1329 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Planning, Inc. | East Petersburg | PA | 06/2007 | Present |
| Comprehensive Benefit Marketing Services, Inc. | East Petersburg | PA | 01/2006 | Present |
1) DBA: THE COMPREHENSIVE BENEFIT MARKETING SERVICES, INC,; GROUP MEDICAL INSURANCE PROGRAMS SOLICITED AND SERVICED THROUGH COMPREHENSIVE BENEFIT MARKETING SERVICES, INC., AGENT, 03/2006-PRESENT, 100 HRS/MO (80 HRS DURING SECURITIES TRADING HRS), NOT SECURITIES RELATED; 3) INVESTMENT ADVISORY SERVICES PROVIDED THROUGH COMPREHENSIVE FINANCIAL PLANNING, AN SEC-REGISTERED INVESTMENT ADVISER, AS AN INVESTMENT ADVISER REPRESENTATIVE; 4) FIXED INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT; 5) KING FAMILY LIMITED PARTNERSHIP, 402 SCHOFF RD, ATGLEN, PA 19310, PARTNER, 1990-PRESENT, 1 HR/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED 2) TEL HAI RETIREMENT COMMUNITY POSITION: BOARD MEMBER NATURE: RETIREMENT COMMUITY INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 08/22/2014 ADDRESS: 1200 TEL HAI CIRCLE, P.O. BOX 190, HONEY BROOK PA 19344 DESCRIPTION: MONITORING LEADERSHIP ACTIVITIES, APPROVING BUDGETS, OVERSEEING EXPANSION PROJECTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-21 |
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