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/Disclosures

Disclosures

FORM ADV Part 3

FORM ADV PART 2A

FORM ADV PART 2B

ADV Part 2B - Brochure Supplement

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities offered through Commonwealth Financial Network, Member FINRA/SIPC. Fixed insurance products and services are separate and not offered through Commonwealth. Advisory services offered through Planning Directions, Inc., a Registered Investment Adviser, are separate and unrelated to Commonwealth.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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