1276 Jungermann Rd., Suite A, St. Peters, MO, 63376
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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 →Keith oversees business operations and tax planning as President of L & S Capital Investments dba Summit Tax and Wealth Advisory, dedicating about 10-20% of his time. He also owns rental property through Success One Properties, LLC, spending minimal time on this, and is an Investment Advisor Representative for Transce3nd LLC, spending a few hours per week.