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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 →Juaquin is a member of Ethos Distribution Partners LLC, an electrical supply reseller, dedicating minimal time to passive duties. He also serves as a board member for Mental Health America of Greater Houston and volunteers for the Family Reach Foundation, providing pro bono financial planning; both roles require minimal time.