Approvals

United States Patent Information

#7912771 issued on March 22, 2011

FINRA: Reviewed | Completed

June 30, 2010

FINRA: Reviewed | Completed June 30, 2010

LPL Financial: Approved

Approved by LPL Marketing Regulatory Review for use by all LPL advisors

Approved LPL Financial Planning Group for charging clients under LPL's RIA and hourly consulting program Customize the cover page with the LPL logo or your very own LPL approved logo

View "LPL Procedures for Using Nutshell" for further details

Securities America: Approved

Completed May 26, 2011