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PLATFORM UPDATES

UPDATE TO NON-ALLOCATED ACCOUNTS

We have made an important update regarding non-allocated accounts on the AEWM Platform.  Please review this letter from our Chief Compliance Officer, Caleb Crook, for the details.  This change effects all IARs and Independent RIA
Co-Advisors.

Download Here

As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

AW615994 - For investment professional use only.

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