2603 Camino Ramon, Suite 350, San Ramon, CA, 94583
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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 →Aaron is a board member for Legacy The School of Sport Sciences, dedicating minimal time. He is also the sole owner and consultant for QB1 Advisors, providing financial planning, investment management, and talent services to professional athletes, taking about 10-20% of his time.