First Name

Last Name

Company

Email

Phone

State/Province Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District Of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Role Registered Investment Advisor (RIA) Broker/Dealer Home Office Employee Broker/Dealer Affiliated Advisor Asset Manager

AUM in Total Less than $100 Million Between $100-$499 Million $500 Million-$1 Billion More than $1 Billion Other

Primary Custodians AIG Apex Clearing Ascensus BNY Mellon ByAll Cambridge Ceros Financial Commonwealth Financial Network Deutsche Bank E*Trade Equity Advisor Solutions Fidelity Financial Network Investment First Allied Securities, Inc. First Clearing First Global Capital Folio Institutional FSC Securities Interactive Brokers LPL MassMutual Merrill National Advisors Trust NFS Other Prudential Raymond James Royal Alliance Associates Royal Bank of Canada Schwab Scottrade Securities America SEI Shareholders Service Group State Street SunAmerica TD Ameritrade TIAA Trade-PMR Triad Advisors, Inc. Trust Company of America UBS US Bank Vanguard Walnut Street Securities Wells Fargo Clearing Services Wilmington Trust

Interested In Wealth Management Platform Capabilities Financial Planning Software Wealth Solutions Workplace Solutions Retirement Solutions Billing Solutions Insights Other

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