Broker Check

Advisors Asset Management - Form ADV Part 2A

Advisors Asset Management - Form ADV Part 2B

Alley Company - Form ADV Part 2A

AllianceBernstein - Form ADV Part 2A

Aristotle Capital Management - Manager ADV

AssetMark - Form ADV & Disclosures

Bahl & Gaynor - Form ADV Part 2A

Belle Haven Investments - Form ADV Part 2A

Brown Advisory - Form ADV Part 2A

Campbell Newman Asset Management - Form ADV Part 2A

Capital Research and Management Company - Form ADV Part 2A

Capital Research and Management Company - Form ADV Part 2B

City National Rochdale - Form ADV Part 2A

City National Rochdale - Form ADV Part 2B

Congress Asset Management Company - Form ADV Part 2A

Congress Asset Management Company - Form ADV Part 2B

Envestnet Asset Management - Form ADV Part 2A

Envestnet Asset Management - Form ADV Part 2B

Goldman Sachs - Form ADV Part 2A

Hillman Capital Management - Manager ADV

Liberty One Investment Management - Form ADV Part 2A

Manning & Napier Advisors - Form ADV Part 2A

Manning & Napier Advisors - Form ADV Part 2B

Osaic Wealth - Form ADV Part 2A

Osaic Wealth - Part 2A Appendix 1

Polaris Wealth Advisory Group - Form ADV Part 2A

Polen Capital Management - Manager ADV

RiverFront Investment Group - Form ADV Part 2A

RiverFront Investment Group - Form ADV Part 2B

Seizert Capital Partners - Form ADV Part 2A

Tom Johnson Investment Management - Manager ADV

Tom Johnson Investment Management - Form ADV Part 2B

Vision2020 Wealth Management, Corp. - Form CRS

Vision2020 Wealth Management Platform Unified Managed Account Program - Form ADV Part 2A

Vision2020 Wealth Management Platform Advisor Managed Portfolios Program - Form ADV Part 2A

WCM Investment Management - Manager ADV

WCM Investment Management - Form ADV Part 2B

William Blair Investment Management - Form ADV Part 2A