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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-08 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Professionals | Lansdale | PA | 01/2014 | Present |
| National Planning Corporation | El Segundo | CA | 08/2015 | 11/2017 |
| Lpl Financial Llc | Lansdale | PA | 11/2017 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 07/2020 | Present |
1. 8/5/2019 - Comprehensive Financial - DBA: Comprehensive Financial Professionals, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2017 - 0 Hours Per Month. 2. 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. 3. 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-09 |
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