7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249
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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 →Douglas is licensed to sell insurance in Ohio as a convenience to clients with insurance needs. He is also a co-owner of Professional Practice Advisors, LLC, a practice management consulting firm, dedicating minimal time to general management and oversight.