6802 Paragon Place, Suite 440, Richmond, VA, 23230
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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 →Jennifer works as a support assistant at Sima Financial Group, a financial services firm, since 2005. She spends a few hours per week on tax return preparation, bookkeeping, and marketing assistance.