Suwanee, GA
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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 →Chelsea is VP of Marketing and Strategic Development at Senior Market Sales, focusing on business development between Sequent Planning and Alliant Registered Investment Advisers, spending a few hours per week. She also volunteers for BEATs Inc. and serves on the Laural Springs HOA board, dedicating minimal time to each.