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Business Continuity Plan

Business Continuity Plan

Firm Policy

Our firm’s policy is to respond to a Significant Business Disruption (SBD) by safeguarding employees’ lives and firm property, making a financial and operational assessment, quickly recovering and resuming operations, protecting all of the firm’s books and records, and allowing our customers to transact business. In the event that we determine we are unable to continue our business, we will inform our customers to contact the issuers with any questions regarding funds and/or property.

Emergency Contact Persons

Our firm’s emergency contact persons are:
Derrick Reagins

Contact information:
office: 469.269.6460
email: [email protected]

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