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.

Current firm

COMPREHENSIVE WEALTH SERVICES, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 7, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

5

Exams

S66

First exam

Sep 7, 2001

First registration

Apr 10, 2017

Dual registered

yes, broker-dealer

IAPD individual key

4416353

• Occurred

  Jul 10, 2025
  Advisor changed firm

  Brian Thomas Amato left Cadaret Grant & Co Inc for American Investment Planners Llc (registered 2021-06-14)

  Form ADVobserved 6 days ago
• Occurred

  Dec 19, 2022
  Advisor changed firm

  Brian Thomas Amato left American Investment Planners Llc for Comprehensive Wealth Services, Llc (registered 2025-01-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:29925e6a-dd7d-092a-a8c2-8feb8503f93c

First observed

Apr 10, 2017

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.