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 LPL Financial or Verus Capital Partners, or its subsidiaries or affiliates. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Verus Capital Partners and LPL Financial make 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. Verus Capital Partners and LPL Financial 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. LPL Financial and Verus Capital Partners will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) ~~2021~~ - Asset-Map(r) Holdings, Inc. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Verus Capital Partners, LLC, a registered investment advisor. Verus Capital Partners, LLC and Universal Financial Consultants are separate entities from LPL Financial.