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ADV and Privacy Notices

At least once a year I update my Form ADV with the State of Colorado.Logo - 640 x 480

What is that you ask? It’s a form and brochure that describes what Generosity Wealth Management is, who I am, and how we do business.

If you would like a copy, please click on the link below. For your reading pleasure, I also have included links to my privacy notices.

How exciting is all that?

 

Form ADV

Privacy Notice – Cambridge Investment Research

Privacy Notice – Generosity Wealth Management

 

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