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Advisor at COMPREHENSIVE WEALTH MANAGEMENT
LYNNWOOD, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COMPREHENSIVE WEALTH MANAGEMENT | Independent wealth | Mar 11, 2024 | n/a | yes | LYNNWOOD, WA | Current employment |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Sep 30, 2021 | Mar 11, 2024 | no | LYNNWOOD, WA | Previous registration |
| INTEGRITY FINANCIAL CORPORATION | Independent wealth | Nov 1, 2019 | Apr 8, 2021 | no | JACKSON, WY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | COMPREHENSIVE WEALTH MANAGEMENT | Mar 11, 2024 | Mar 11, 2024 | 0 | Firm change | Ibd to RIA |
| INTEGRITY FINANCIAL CORPORATION | INDEPENDENT FINANCIAL GROUP, LLC | Apr 8, 2021 | Sep 30, 2021 | 175 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7717:116958:WA:2024-03-11 | Mar 11, 2024 | Mar 11, 2024 | LYNNWOOD, WA | Firm change |