All customer orders are routed to Raymond James & Associates (RJA) for execution. Please Click Here to view the aggregated order routing report of RJA.

Disclosure Regarding our Business Continuation Plan

In the event of a significant business disruption to our usual business activities we have a plan in place to insure that we will still be available to our clients and that our electronic files will still be available to us and our clients. For a summary of our Business Continuation Plan, Click Here. A copy of the full plan is available on request.