DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COMPREHENSIVE WEALTH SERVICES, LLC
Randolph, NJ | PARSIPPANY, NJ
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 SERVICES, LLC | State registered | Jan 1, 2026 | n/a | yes | Randolph, NJ|PARSIPPANY, NJ | Current employment |
| COMPREHENSIVE WEALTH SERVICES, LLC | State registered | Jun 24, 2008 | Jan 17, 2025 | no | RANDOLPH, NJ | Previous registration |
| COMPREHENSIVE WEALTH SOLUTIONS, LLC | Independent wealth | Jul 1, 2004 | Jul 1, 2009 | no | SHORT HILLS, NJ | Previous registration |
| PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC | Former SEC adviser | Jun 12, 2002 | Jul 12, 2004 | no | FLORHAM PARK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMPREHENSIVE WEALTH SOLUTIONS, LLC | COMPREHENSIVE WEALTH SERVICES, LLC | Jul 1, 2009 | Jun 24, 2008 | -372 | Firm change after gap | Other |
| PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC | COMPREHENSIVE WEALTH SOLUTIONS, LLC | Jul 12, 2004 | Jul 1, 2004 | -11 | Firm change | Other |