980 North Federal Highway, Suite 110, PMB 1081, Boca Raton, FL, 33432
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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 →Becky holds a real estate license for personal investments and engages in paid speaking engagements on various topics, including finance. She is also a co-owner of CoolVu of Boca, Delray and Palm Beach, a window film franchise, but it is a passive investment.