4605 East Galbraith Road, Suite 200, Cincinnati, OH, 45236
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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 →Amy works as an executive coordinator and administrative assistant to advisors at TouchPoint Wealth Partners/Sassy Business Mgt., Inc. This investment-related activity takes about a quarter of her time.