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Model Update – LPL Financial – LPL C1 – C5 – 3.24.22

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Model Update LPL Financial – LPL B1 – B5 – 3.24.22

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Model Update – LPL Financial – A1-A5 – 1/26/2022

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Model Update – PIMCO – Q4 2021 Update

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Model Update – First Trust – FTP 1- 6 – 1Q22

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Model Update – LPL Financial – LPL B1 – B4 – 12.13.21

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Model Update – LPL Financial – LPL B1-B4 – 4Q21

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Model Update – LPL Financial – LPL C1-C5 – 4Q21

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Model Update – First Trust – FTP 6 – 4Q21

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Model Update – First Trust – FTP 1 -5 – 4Q21

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Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC*. Other advisory services offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings / Independence Square Advisors is a separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NH, NJ, NC, NV, NY, OH, PA, SC, TX, VA
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