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TD Ameritrade, Inc. is one of the firms we use to custody our client assets. TD Ameritrade, Watson Financial, LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

STARTING 9/5/2023 Login to your Charles Schwab account here:

Charles Schwab & Co. Inc. is the broker-dealer we use to custody our client assets. Charles Schwab, Watson Financial, LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab, member FINRA/SIPC. Used with permission.

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