1501 Belvedere Road, Suite 500-517, West Palm Beach, FL, 33406
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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 →Michael is a sole proprietor insurance agent since 2012, dedicating minimal time. He also owns Shift Financial Group LLC and Shift Financial Planning LLC, spending minimal time operating an office and paying expenses for Woodstock Wealth Management, Inc. Finally, Michael is the president of Cambridge at Abacoa HOA Board, spending a few hours per week.