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Form ADV Updated

An off-cycle update of the firm's Form ADV Part IIa was completed and filed as required. This update captures the addition of Shareholders Service Group/Pershing as one of our custodians. You may access the updated form by clicking the hyperlink below to be directed to the SEC's website:

Stages ADV Part II Brochure

 ADV Part 2B - Lou Leyes 

ADV Part 2B - Marcus Snow

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