1540 Eureka Road, Suite 103, Roseville, CA, 95661
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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 →Douglas is the owner and insurance agent at CSWTA Insurance Solutions since 2014, selling fixed life, annuities, and index annuities. This takes about 10-20% of his time and occurs during securities trading hours.