121 Countryside Court, Suite 140, Southlake, TX, 76092
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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 →Joe is a CPA since 2003, preparing and reviewing tax returns, conducting tax research and planning, and supervising employees. This takes about 60 hours per month, with 40 hours during trading.