8888 E. Raintree Drive, Suite 110, 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 →Nicholas is a licensed insurance agent, maintaining the license for insurance consulting and collection of trail commissions. This takes about 10-20% of his time, including during trading hours.