16020 Swingley Ridge Rd., Suite 110, Chesterfield, MO, 63017
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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 →Trisha is the Chief Compliance Officer for Summit Wealth Strategies DBA Summit X, a Registered Investment Advisor. She dedicates nearly full-time hours to this role, managing compliance duties, monitoring staff, conducting audits, and handling filings and billing.