68 Harrison Avenue, Ste 605 Pmb 50966, Boston, MA, 02115-1929
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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 →Dace is a 1099 employee and financial planner at Blend Financial, Inc. dba Origin Financial. This takes about 10-20% of their time, including during securities trading hours.