This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Securities America / SAI, or its subsidiaries or affiliates . Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and SAI makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. SAI makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. SAI will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2023 Asset-Map(r) Holdings, Inc. Securities offered through Registered Representatives of [BD_NAME]., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors., a Registered Investment Advisor. Hunt Country Wealth Management] and SAA are not affiliated.