5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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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 →Chase works as a range attendant at Park City Golf Club and is also a registered representative with Innovation Partners LLC. Chase also sells life, health, and annuity insurance products, dedicating a few hours per week to this activity.