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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 →Kenny is an employee of LCK, Inc. since 2016, handling technology and filing, dedicating a few hours per week. He is also an insurance agent for GLP & Associates since 2017, selling life insurance and annuities, which takes about a quarter of his time. Finally, Kenny is an investment advisor representative (IAR) for Asset Allocation Strategies, LLC since 2019, managing advisory accounts, taking about half of his time.