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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 →Chad acts as a liaison between Encorestate Plans and clients to help create revocable living trusts since 2021, receiving no compensation. Since 2022, Chad is also the President of Thrive Stewardship Financial Advisors, Inc., providing notary public services, trusts, and investment advisory services.