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Member since: 3/18/2020

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Disclaimer:

Securities offered through Avantax Investment Services?, Member FINRA, SIPC. Investment Management Solutions (IMS) Platform programs and services offered through Avantax Advisory Services?. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC is not affiliated with Avantax Investment Services?. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.