Disclosures & Important Links

Disclosures

• Emergency Contact Numbers, _{rev. 202102}
• Brokerage Account Agreement, _{rev. 202006}
• Designation of Responsibilities, _{rev. 201911}
• Form CFS, _{rev. 202006}
• Investment Advisor Firm Brochure ADV Part 2A, _{rev. 202003}
• Investment Advisor Firm Brochure ADV Part 2A Appendix 1, _{rev. 202003}
• Investment Advisor Firm Brochure ADV Part 3, _{rev. 202006}
• Regulation Best Interest Disclosure, _{rev. 202006}
• SEC Rule 606 Quarterly Report, Q4, _{rev. 2020q4}