2615 East 24th Street, Suite 2, Yuma, AZ, 85365
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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 →Benjamin is a licensed insurance agent selling health and life insurance since 2014, dedicating a few hours per week to this activity. He also serves in various roles including treasurer and director of BDT & Associates, Inc., successor trustee of multiple trusts, and manager/owner of White Sheep Financial Services, LLC, each requiring minimal time commitment.