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 The Patriot Financial Group, LLC, Hayden Wealth Management, or its subsidiaries or affiliates. 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. The Patriot Financial Group, LLC and Hayden Wealth Management make no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. The Patriot Financial Group, LLC or Hayden Wealth Management will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2025 - Asset-Map(r) Holdings, Inc. Advisory services offered through The Patriot Financial Group, LLC a registered investment advisor DBA Hayden Wealth Management.