6100 Oak Tree Blvd Ste 200, Independence, OH, 44131
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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 →Adam is associated with The Verdi Group, a marketing entity for financial services products, dedicating full-time hours. He also works as an independent insurance agent selling fixed insurance products, spending minimal time on this activity. Additionally, Adam serves on the Elder board at Willoughby Hills Friends Church, spending a few hours per week.