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Morris Financial Concepts, Inc. Form ADV Part 2B Individual Disclosure Brochure for Kyra H. Morris CFP & CEO Effective: March 30, 2018, This Brochure Supplement provides information about the background
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Morris CFP & CEO refers to Morris who holds the Certified Financial Planner and Chief Executive Officer titles.
Anyone who holds the Certified Financial Planner and Chief Executive Officer titles like Morris is required to file.
To fill out Morris CFP & CEO, one must provide relevant financial planning information and executive leadership details.
The purpose of Morris CFP & CEO filing is to ensure transparency and compliance with financial regulations.
Information such as financial planning strategies, investment portfolios, and executive decision-making processes must be reported.
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