160 Technology Drive, Suite 101, Canonsburg, PA, 15317
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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 →Betty is a member of Summit Advisors, a registered investment advisor, since 2008. She spends a few hours per week on accounting and recordkeeping, including one hour during trading hours.