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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 →Amanda works as an associate/employee for Dobyns Wealth Team, handling client operations, and spends about half her time on this. She also works as an associate/employee for SageSpring Wealth Partners, providing client service and sales support, also taking about half of Amanda's time.