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 Cambridge Investment Research, Cambridge Investment Research Advisors, or its subsidiaries or affiliates (collectively, Two Arrows Wealth Management). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Two Arrows Wealth Management 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. Two Arrows Wealth Management 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. Two Arrows Wealth Management 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 Cambridge Investment Research., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors., a Registered Investment Advisor. Two Arrows Wealth Management and Cambridge Investment Research are not affiliated.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Two Arrows Wealth Management are not affiliated.