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Disclosures

Avantax Form CRS and Reg BI Disclosure Avantax Form CRS and Reg BI Disclosure & IRA Disclosure

8450 Garvey Ave, Suite 200
Rosemead, CA
91770

626-227-9988
info@tywladvisors.com

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. CA Insurance License Numbers: Joseph Chi: CA #0K65886; Paige Wang: CA #4313452.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Managemen® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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