Jenks, OK
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Cash is involved in several outside business activities. These include insurance sales through The Solomon Group Inc (about 10-20% of their time), pre-paid legal services, sales of Mona Vie, a real estate agency, apartment locating, handyman services, and a travel club. These activities take minimal time, except for insurance sales.