201 N Civic Dr, Suite 180, Walnut Creek, CA, 94596
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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 →William is the president of Alamo Advertising Group, a non-investment related activity, spending a few hours per week. He also serves as the secretary of the San Francisco Municipal Bond Club, a tax-exempt social club, dedicating minimal time each week.