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RIA / WealthAdvisorCertified Financial Planner29 years in industry

PATRICK JOSEPH CLOONAN

Advisor at COMPREHENSIVE FINANCIAL PLANNING, INC.

EAST PETERSBURG, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPREHENSIVE FINANCIAL PLANNING, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 30, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S65|S63
First exam: Oct 30, 1996
First registration: Sep 12, 2007
Dual registered: no
Other names: PATRICK JOSEPH CLOONAN|PAT CLOONAN
IAPD individual key: 2815853

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPREHENSIVE FINANCIAL PLANNING, INC.	Independent wealth	Aug 23, 2012	n/a	yes	EAST PETERSBURG, PA	Current employment
FSC SECURITIES CORPORATION	Former SEC adviser	Aug 23, 2012	Oct 2, 2015	no	EAST PETERSBURG, PA	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Jan 25, 2012	May 30, 2012	no	LANCASTER, PA\|TAMPA, FL	Previous registration
PELION INVESTMENT ADVISORS, INC.	Former SEC adviser	Jul 19, 2010	Jan 23, 2012	no	TAMPA, FL	Previous registration
WORKMAN SECURITIES CORPORATION	n/a	Oct 2, 2007	Jul 1, 2010	no	HARRISBURG, PA\|EDEN PRAIRIE, MN\|LANCASTER, PA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Sep 12, 2007	Oct 12, 2007	no	LANCASTER, PA\|HARRISBURG, PA\|LANCASTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FSC SECURITIES CORPORATION	COMPREHENSIVE FINANCIAL PLANNING, INC.	Oct 2, 2015	Aug 23, 2012	-1,135	Firm change after gap	Other
J. W. COLE ADVISORS, INC.	FSC SECURITIES CORPORATION	May 30, 2012	Aug 23, 2012	85	Firm change	Other
PELION INVESTMENT ADVISORS, INC.	J. W. COLE ADVISORS, INC.	Jan 23, 2012	Jan 25, 2012	2	Firm change	Other
WORKMAN SECURITIES CORPORATION	PELION INVESTMENT ADVISORS, INC.	Jul 1, 2010	Jul 19, 2010	18	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	WORKMAN SECURITIES CORPORATION	Oct 12, 2007	Oct 2, 2007	-10	Firm change	Other

Relationships

Registered with (6)

→ COMPREHENSIVE FINANCIAL PLANNING, INC.Registered adviserregistration: current employment
Aug 23, 2012 to presentfactForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Aug 23, 2012 to Oct 2, 2015factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Jan 25, 2012 to May 30, 2012factForm ADV
→ PELION INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jul 19, 2010 to Jan 23, 2012factForm ADV
→ WORKMAN SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 2, 2007 to Jul 1, 2010factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 12, 2007 to Oct 12, 2007factForm ADV

Dated events

No dated event names this entity yet.