* Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Tax services offered through Pinnacle Taxx which is not affiliated with Osaic Wealth Associates.
Osaic Wealth Form CRS
The Financial Advisors of Pinnacle Taxx, Inc. are Registered Representative of and offers securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in states of AZ, CA, DE, FL, IL, KY, MA, NC, OH, OK, PA, TX, VA CT, NJ, NY and NV. As such, these services are strictly intended for individuals residing in AZ, CA, DE, FL, IL, KY, MA, NC, OH, OK, PA, TX, VA CT, NJ, NY and NV.
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as approprate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption of exclusion.
For information concerning the registration status or discriplinary history of broker-dealer, investment adviserm DB agent, or IA rep, a consumer should contact his or her state securities law administrator.
The Financial Advisors of Pinnacle Taxx, Inc. are Registered Representative of and offers securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in states of AZ, CA, DE, FL, IL, KY, MA, NC, OH, OK, PA, TX, VA CT, NJ, NY and NV. As such, these services are strictly intended for individuals residing in AZ, CA, DE, FL, IL, KY, MA, NC, OH, OK, PA, TX, VA CT, NJ, NY and NV.
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as approprate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption of exclusion.
For information concerning the registration status or discriplinary history of broker-dealer, investment adviserm DB agent, or IA rep, a consumer should contact his or her state securities law administrator.