SECURELY UPLOAD DOCUMENTS.

Thank you for submitting the intake form. Please click the button below to be redirected to my DropSecure portal where you can securely send documents to me.

Please upload the below listed documents. If you do not have or cannot locate one of them please let me know in the message box on DropSecure.

• The Last 3-6 monthly statements from your custodian bank (ex: Charles Schwab, Pershing, JPMorgan)

• If Applicable, The Last 1-2 quarterly statements from your investment adviser (ex: Alpha Beta Capital Quarterly Statement)

• Your Investment Advisory Contract & Fee Agreement

• Any other documents you believe will be helpful

Thank you!