6206 Slocum Road, Ontario, NY, 14519
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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 →Adam sells fixed insurance and is a co-owner of Weller Group LLC, which facilitates securities, advisory, and insurance business. He dedicates minimal time to fixed insurance sales and a few hours per week to Weller Group LLC.