DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COMPREHENSIVE WEALTH SOLUTIONS, LLC
Boca Raton, FL
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 SOLUTIONS, LLC | Independent wealth | May 3, 2004 | n/a | yes | Boca Raton, FL | Current employment |
| PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC | Former SEC adviser | Jul 19, 2002 | May 26, 2004 | no | FLORHAM PARK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC | COMPREHENSIVE WEALTH SOLUTIONS, LLC | May 26, 2004 | May 3, 2004 | -23 | Firm change | Other |