3805 Edwards Road, Suite 200, Cincinnati, OH, 45209
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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 →Aaron is the treasurer of Crosspointe Community Association, a non-profit homeowners association, since 2019. He dedicates minimal time to this role, as a third party manages the properties and finances, and Aaron has no financial responsibilities.