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4205 Dover Road, Richmond, VA 23221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2013-01-07 |
| VA | RA | APPROVED | 1993-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed Business Consultant And Mi | Not Given | VA | 02/1979 | Present |
| Self-Employed Insurance Agent/Broker | Various License Appointments | VA | 02/1979 | Present |
| Self-Employed Broker-Dealer Rep. | Various Firms | VA | 09/1979 | Present |
| Ronald J. Hochstein Registered Rep | Richmond | VA | 09/1979 | Present |
| Comprehensive Financial Group | Richmond | VA | 01/1986 | Present |
| #Ia Comprehensive Financial Planning Cor | Richmond | VA | 07/1993 | Present |
| Comprehensive Financial Insurance Svcs | Richmond | VA | 06/1996 | Present |
| Securities Service Network, Inc. | Richmond | VA | 08/2002 | 08/2018 |
| Highstone Group | Richmond | VA | 06/2002 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 08/2018 | Present |
| High Stone Properties Llc | Richmond | VA | 05/2011 | Present |
1) COMPREHENSIVE FINANCIAL PLANNING CORPORATION (D/B/A COMPREHENSIVE FINANCIAL INVESTMENT ADVISORS) - 4205 DOVER ROAD, RICHMOND, VA 23221 - PRIV CORP - RIA - 1/1/1993 - 120 HR/MO/TRD HRS - I MEET WITH CLIENTS TO DISCUSS FINANCIAL OBJECTIVES, GOALS, RECENT CHANGES, AND THEN DETERMINE THE METHOD TO OBTAIN THESE GOALS. - INVESTMENT RELATED 2) COMPREHENSIVE FINANCIAL INSURANCE SERVICES, INC - 4205 DOVER ROAD, RICHMOND, VA 23221 - PRIVATE CORPORATION - Insurance AGENT - - 6/18/1996 - 4 HR/MO/TRD HRS - INSURANCE SALES & SERVICE - NIR 3) HIGHSTONE PROPERTIES LLC - 4205 DOVER ROAD, RICHMOND, VA 23221 - PARTNERSHIP - LLC CREATED TO PURCHASE AN OFFICE BUILDING - 5/27/2011 - 0 HR/MO/TRD HRS - BASIC PROPERTY MAINTENANCE - NONINVESTMENT RELATED 4) COMPREHENSIVE FINANCIAL GROUP, LLC - 4205 DOVER ROAD, RICHMOND, VA 23221 - 01/1994 - NIR - COMPREHENSIVE FINANCIAL GROUP, LLC CURRENTLY IS THE ENTITY THAT TAX PREPARATION, ACCOUNTING IS CONDUCTED THROUGH OUR FIRM. THIS ENTITY HAS ONE EMPLOYEE WHO IS A CPA. WE HAVE HAD THIS BUSINESS NAME IN EFFECT SINCE 1994, BUT USE IT ONLY FOR ACCOUNTING SERVICES. GENERALLY, WE DO NOT CHARGE FOR TAX PREP FOR INDIVIDUALS WHO HOLD INVESTMENT ADVISORY AGREEMENTS WITH COMPREHENSIVE FINANCIAL INVESTMENT ADVISORS, INC. DBA/HIGHSTONE GROUP. IN THE PAST HIGHSTONE FINANCIAL GROUP HAD BEEN THE NAME THAT WE MARKETED UNDER UNTIL WE MOVED A FEW YEARS AGO AND MADE FURTHER DEFINITION TO SERVICES PROVIDED. - I AM THE SOLE OWNER OF THIS ENTITY. ALL ACCOUNTING AND TAX WORK IS COMPLETED BY OUR IN HOUSE CPA. HE GIVES THE TAX ADVICE... - LLC - 0 HRS/MO TRADING 7) Highstone Group - 4205 Dover Road, Richmond, VA 23221 - 02/2012 - NIR - This business name is a "Doing Business As", DBA as part of Comprehensive Financial Planning Corporation (CFPC). The name, Highstone Group was added on 11-11-2011. - See Comprehensive Financial Planning Corporation - Private Corp - 120 hrs/mo trading -
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-05-22 |
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