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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 | 2023-10-20 |
| CT | RA | APPROVED | 2023-10-18 |
| NY | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Planning Associates, Ltd. | Fairfield | CT | 10/2023 | Present |
| Full Time Student | Bridgeport | CT | 09/2013 | 12/2018 |
| Ct Landscapes/ Weed Man Lawn Care | Bridgeport | CT | 01/2019 | 04/2019 |
| Unemployed | Oxford | CT | 04/2019 | 08/2019 |
| Fox Pest Control | Oxford | CT | 08/2019 | 03/2021 |
| Unemployed | Oxford | CT | 03/2021 | 08/2021 |
| People's United Bank | Seymour | CT | 08/2021 | 07/2022 |
| Comprehensive Planning Associates, Ltd. | Fairfield | CT | 08/2022 | Present |
| Comprehensive Planning Associates, Ltd. | Fairfield | CT | 11/2022 | Present |
Comprehensive Planning Associates, Ltd.; Yes; Fairfield, CT, Advisory; Insurance Agent; 11/2022; 16/MO; 16/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
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