18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255
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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 →Jeffrey is a co-owner of Speed N Shine, an auto detailing business, primarily as an investor for his son, dedicating a few hours per week. He also works as an insurance agent, spending about 10-20% of his time offering advice and selling insurance products like annuities, which presents a conflict of interest.