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5995 Lemon Street, East Petersburg, PA 17520-1329 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1991-02-19 |
Branch Locations
5995 Lemon Street, East Petersburg, PA 17520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brooke W. Herr | Lancaster | PA | 04/1983 | Present |
| Comprehensive Financial Planning, Inc. | East Petersburg | PA | 11/1984 | Present |
1. DBA: COMPREHENSIVE FINANCIAL ASSOCIATES; 2. DBA: THE COMPREHENSIVE COMPANIES; GROUP MEDICAL INSURANCE PROGRAMS SOLICITED AND SERVICED THROUGH COMPREHENSIVE BENEFIT MARKETING SERVICES, INC., PRESIDENT AND 50% OWNER, 80 HRS/MO (4 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;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-09-17 |
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