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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 manages several entities, including ALAS Advisors LLC, Arc Wealth Management LLC and its 401k plan, and CiBaz Properties LLC. She also serves on the finance committee and as a board member for Girl Scouts of Utah, and is a notary public; these activities take minimal time.