Brooksville, FL
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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 →Brian is the owner of Serve and Protect Financial, Inc. (since 2013) and President of Capital Defender Advisors, Inc. (since 2023), both S-Corporations. These names are also registered as DBAs for Bison Wealth, LLC, where Brian is an Investment Adviser Representative/Managing Director.