300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998
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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 →Denise is a co-owner, through the DTM Revocable Trust, of DTM, LLC, which owns two residential rental houses since 2012. She spends minimal time per month on this activity, which includes collecting rent and managing expenses.