Credentialed & Clean
Credentials are verified at the source, not taken from a bio.
- Active licensure with the issuing body — state bar, CPA board, FINRA BrokerCheck, SEC IAPD, state insurance department
- Disciplinary and complaint history, including prior firms
- Errors-and-omissions or malpractice coverage, current and adequate to the engagement
- Business registration and standing in every state they'd serve
- Unresolved disciplinary action or client complaints
- Lapsed coverage or licensure "in process"
- Credentials that can't be independently confirmed