CRS, ADV and Disclosure Documents
Total Clarity Disclosure Documents:
FORM CRS- June 2020
ADV Part 2A- March 2021
Wrap Fee Brochure- March 2021
PreActive Brochure- March 2019
Privacy Policy- March 2021
Business Continuity Plan-March 2019
Investment Advisory Representative ADV 2B:
Castronovo, Tom
Fields, Brent
Glick, Douglas
Murphy, Terry
Panek-Rickerson, Kathleen
Piton, Robert
Piton, Nicole
Pover, Wayne
Sleeter, David
Sleeter, Janis
Sleeter, Tom
Vivian, Christopher
Walschot, Michael
Wilson, Maria
Woodrich, Anne Marie
