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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 →Vikki is an agent at Beacon Pointe Insurance Services, LLC, selling life, health, and accident insurance products since May 2025, spending a few hours per week. She is also a managing member of Hart and Patterson Financial Group, a registered investment advisor, since January 2021, spending a few hours per week transferring advisory business.