6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
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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 →Dennis works as an independent contractor conducting on-site evaluations for ACCSC, a non-profit regulatory agency, dedicating about 10-20% of his time. Dennis is also an insurance agent marketing and selling life, disability, long-term care, health, and group insurance, spending about 10-20% of his time on this activity.