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 Cetera Investment Advisors, or its subsidiaries or affiliates (collectively, "CIA"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Arizona Capital 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. Arizona Capital 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. Cetera Investors 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 are offered through Cetera Investment Services., a Registered Investment Advisor. Cetera Investors and Arizona Capital Management are not affiliated. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. CA Insurance License #: 0M21468, 0M19208, 4117204.