2099 Gaither Road, Suite 110, Rockville, MD, 20850
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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 →Todd is involved in several business activities, including financial planning and investment advice through Obsidian Personal Planning Solutions, Inc. and LLC, and exit planning for business owners through Obsidian Business Planning Solutions, LLC. He also recommends insurance to clients through M Group Insurance and dedicates minimal time to this activity.