17207 N Perimeter Drive #120, Scottsdale, AZ, 85255
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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 →Amy is an investment advisor representative (IAR) with Transce3nd, LLC, dedicating a few hours per week. She is also a registered representative with The Household Endowment Model and VFO (Virtual Family Office) Advisory Group, each taking about a quarter of her time, though the latter is uncompensated.