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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 →Rita works as a registered representative for M Holdings Securities, Inc. and provides client service for Cornerstone Institutional Investors, LLC (insurance agency) and Cornerstone Advisors Asset Management, LLC (investment advisor). Rita spends minimal time on the first two activities and nearly all of her time on the last.