221 E. 4th Street, Suite 2700, Cincinnati, OH, 45202
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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 →Terri works as a fitness professional at the Cincinnati Sports Club, dedicating minimal time. She also serves in fiduciary capacities such as attorney-in-fact or trustee.