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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 tax partner at T. Bass & Associates, LLC, a CPA firm, dedicating nearly full-time hours to this role. He also serves as the Chief Compliance Officer for CapitalRock Financial, LLC, an investment adviser, spending a few hours per week on this activity.