301 South College Street, #3800, Charlotte, NC, 28202-6002
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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 →Li is an equity partner (approximately 50% ownership with her husband) in Cumulus / Cirrus Properties LLC, which owns rental properties. This non-investment related activity requires minimal time.