909 Lily Creek Road #101, Louisville, KY, 40243
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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 →Leo is a minority shareholder in Roy's Boys, LLC, a real estate investment company, and Marlimar Software, a text messaging company. He devotes minimal time to these activities, which are not securities-related.