5500 Preston Road, Suite 250, Dallas, TX, 75205
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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 →Joshua is a board member and member of the Finance and Governance Committee for Communities in Schools of Greater Tarrant County. He dedicates minimal time to this volunteer position, which involves overseeing the budget and developing financial goals for the organization.