Lori Ann Hodge

Current Employers

Employment History

• 09/2005 → Present
  Harper & Hodge
  Beaver, PA
• 09/2010 → Present
  Comprehensive Asset Management & Servicing, Inc.
  Parsippay, NJ
• 09/2010 → Present
  Comprehensive Capital Management Inc.
  Parsippany, NJ
• 02/2024 → Present
  Aurora Private Wealth
  Rockaway, NJ

Previous Registrations

• 2005-10-28 → 2010-09-23
  Cetera Wealth Services, Llc
  Beaver, PA
  El Segundo, CA
  Mars, PA
• 2004-02-25 → 2005-12-31
  Blue Vase Securities, Llc
  Beaver, PA
• 2002-08-22 → 2002-09-13
  Equitable Advisors, Llc
  Beaver, PA

Other Businesses

1-LORI A. HODGE, CPA & ASSOC., PC; MARS, PA; Service description: TAX PREPARATION; START DATE: 1/1/2000; Duties: Tax preparation and review. Oversee operations of the company; TITLE: PARTNER/OWNER; 50% TIME SPENT. 2-Harper & Hodge; Beaver, PA; Service description: DBA for Investment Advisory & Brokerage business; Start date: 09/07/2010; Title: IAR & RR; Duties: Sales, Administrative, Meeting with clients and perspective clients; Time spent: 100 hours/month. 3. Daniel R and Lori A Hodge, PC, Investment related:Yes, 183 Scharberry Lane, Mars, PA, 16046, S Corporation for investment business, Treasurer, 04/25/2014, 50 percent, investments 4. Various Insurance Companies, Investment related:Yes, 1221 Third Street, Beaver, PA, 15009, Insurance, Insurance producer, 01/01/2019, 1 hour weekly, Insurance sales 5- Kaymeg LLC, Investment related:No, 305 Hill Farm Lane, Valencia, PA, 16059, , Member, 01/09/2024, various, Rental Property

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-27
• S63 Uniform Securities Agent State Law Examination
  1999-05-17

Other Names

• Lori Hodge