Bozeman, MT
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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 →David is on the board of directors for The Christian Worldview, a non-profit radio show, dedicating minimal time. He is also a passive owner of Xylo Bats, a baseball bat company, and spends no time on this venture. David is also a licensed insurance agent, spending a few hours per week on this investment-related activity.