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Important Disclosures

By using this website, you agree to accept such conditions and qualifications:

This website is not a solicitation for services:   The materials in this website should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under the securities laws of the jurisdiction. Products and services mentioned on this site may not be available in all states and are subject to change without notice.   This advisor (provider) will only conduct insurance, securities or financial advisory business where properly licensed and registered. 

The offering of Securities and Investment Advisory Services is limited to prospects and clients from States where advisor is registered see list available with FINRA .  No offers may be made or accepted from any resident outside the current list of states, which is on file with FINRA.  Some activities referenced on website may be considered outside business activities- not associated with the providers agency, firm, or LPL Financial. Contact the provider or FINRA for a list of those current business activities.  

All content of this site is for informational purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources, but we make no representations or guarantees as to the accuracy or completeness. All information and ideas should be discussed in detail with your investment advisor prior to implementation. The provider intends that this website will be viewed for informational purposes only. This should not be viewed as a solicitation or offer of services in any jurisdiction in which this provider is not qualified to do business. 

Important information about professional credentials: Because of systematic limitation of the internet, this website may communicate information about credentials that are not approved in all states or jurisdictions. We remind clients that although a credential may represent the evidence of an ethics certification and ongoing educational efforts by a representative, no credential can guarantee that a representative is the best advisor for you. Before doing business with any investment professional, all investors should check with their state securities and insurance regulators to determine whether the individual is properly licensed and if there have been any complaints or disciplinary problems involving them or their firm. All potential investors can check the status and disciplinary history of any registered representative with FINRA at Investors can also request a copy of an Investment Advisor's Form ADV, contact the Better Business Bureau, and any other professional organizations associated with the credential that is displayed. Also, an investor can contact FINRA to access the qualifications for the credential and consider the applicability of the education to your personal issues ( ). An investor is encouraged to request all applicable reports from an advisor, with the expectation of full disclosure, before services are engaged and any personal information is provided.