ADVISOR NOTES

ADVISOR:--None--Tipps, Stephen Tipps, Amber Gregory, Luke Kunkle, Ashley Cook, Kim Cline, Tyler Turner, Rex Elliott, Kirk
Influencer:--None--B2T BENNETT CIG FLYOVER JACO JMC KEPHD LEDGER MATRIXXX MCKAY MORGAN SANTILLI STONE VALENTINE VANDERSTEEL
First Name
Last Name
Email
City
State/Province
Mobile
Legal Signing Name:
Spouse First Name:
Spouse Last Name:
Spouse Phone:
Spouse Email:
Type of Account:NQ Q
Q Account: Current Administrator:
NQ Type:--None--Home DDSC
Other Accounts:
Advisor Notes:
Action Items:Send IRA App and XFER form Send Wiring Instructions Send DDSC form (personal) Send DDSC form (trust) Send DDSC form (corporate) Send DDSC form (UGMA/UTMA) Send Commission Acknowledgement Form Send blog articles (See Notes)