Redmond, WA
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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 →Harold is a sole proprietor providing investment and insurance services, including fixed annuities, life, health, and SPIAs, since 1986, dedicating all of his time to this. He also introduces individuals to lending to commercial real estate developers, spending minimal time on this activity during trading hours.