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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 →Marcy is a silent partner in Santa Fe Trading LTD, a food product trading company, dedicating minimal time to advisement. She is also an agent at Forge Consulting LLC, an insurance agency and parent company of Advocacy Wealth Management, spending a few hours per week servicing and placing insurance products.