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166 A1A North, Suite 101,
Ponte Vedra Beach, FL 32082
166 A1A North, Suite 101, Ponte Vedra Beach, FL 32082
Phone: 904-339-0015 Fax: 904-339-0016 Email: firstname.lastname@example.org
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Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Insurance and tax services offered through David N. Adams, Inc. which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.
This communication is strictly intended for individuals residing in the state of Florida. No offers may be made or accepted from any resident outside the specific state referenced.
IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, 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 adviser, BD agent, or IA registration requirements as appropriate. 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 requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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