1991 Crocker Road, Suite 300, Westlake, OH, 44145
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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 →Joshua is a licensed insurance professional, dedicating minimal time to this activity. He is also a member of the City Church Finance Committee, assisting with budget and cash flow analysis, spending a few hours per week on this.