8985 E. Bell Road, Scottsdale, AZ, 85260
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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 operates Apple Tree Lane Wealth Management as a DBA for her LPL business and works as an advisor for Householder Group Estate & Retirement Specialists. She also works with MS Insentra selling non-variable insurance, dedicating a few hours per week.