Disclosures & Important Links

Disclosures

• Emergency Contact Numbers, _{rev. 2021.09}
• Brokerage Account Agreement, _{rev. 2020.06}
• Designation of Responsibilities, _{rev. 2019.11}
• Form CRS, _{rev. 2021.09}
• Investment Advisor Firm Brochure ADV Part 2A, _{rev. 2020.03}
• Investment Advisor Firm Brochure ADV Part 2A Appendix 1, _{rev. 2020.03}
• Investment Advisor Firm Brochure ADV Part 3, _{rev. 2020.06}
• Regulation Best Interest Disclosure, _{rev. 2020.06}
• SEC Rule 606 Quarterly Report, Q4, _{rev. 2020.q4}