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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salisbury | MD | 02/2016 | 12/2021 |
| Bank Of America, N.A. | Salisbury | MD | 02/2016 | 12/2021 |
| Montgomery Financial Services, Llc | Ocean Pines | MD | 12/2021 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salisbury | MD | 03/2017 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salisbury | MD | 02/2017 | 12/2021 |
| Mfs Wealth Llc | Ocean Pines | MD | 01/2022 | 06/2025 |
| Comprehensive Financial Solutions Inc | Salisbury | MD | 05/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 06/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2025 | Present |
1. NAME OF OTHER BUSINESS: COMPREHENSIVE FINANCIAL SOLUTIONS, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: CERTIFIED FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-15 |
| S66 | Uniform Combined State Law Examination | 2017-03-16 |
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