Pinho Professional Center, 57 Schank Road, Suite c-4, Freehold, NJ, 07728
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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 →Kathy is the CEO of The LoBue Group, a company that allows her to conduct her business as an independent contractor. This business is co-located with her investment advisory practice and takes a few hours per week.