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You can search for an Investment Adviser firm through the SEC's website and view the latest registration or reporting form ("Form ADV"). Investment advisers file Form ADV to register with the SEC and/or the states. Form ADV contains information about an investment adviser and its business operations. Additionally, it contains disclosures about certain disciplinary events involving the adviser and its key personnel.
For direct information about our firm and it's latest filings, please visit our Investment Adviser Firm Summary page by going to adviserinfo.sec.gov and searching by our firm name or by clicking the direct link in the button below:
You can search for an individual investment adviser representative and view the individual's professional background and conduct, including current registrations, employment history, and disclosures about certain disciplinary events involving the individual. The information about investment adviser representatives that appears on the SEC's website is collected from individual Investment Adviser Representatives, Investment Adviser firm(s), and/or securities regulator(s) as part of the securities industry's registration and licensing process.
For access to information on each advisor at our firm, you can search individual Investment Adviser Representative (IAR) by name through the SEC's website adviserinfo.sec.gov or by clicking the direct link in the button below: