Littleton, CO
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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 →Sheri is the CFO of July Holdings LLC and July Business Services, providing record keeping for retirement plans, dedicating nearly full-time hours to July Holdings and a few hours per week to July Business Services. She is also President of Summit Benefits Solution LLC, a consultant for Summit Payroll Solutions LLC, a partner and insurance producer for Summit Benefit Insurance, Inc., and a managing member of MBSKI Holdings, dedicating minimal time to each.