make('offerings.registration.left_nav', array_except(get_defined_vars(), array('__data', '__path')))->render(); ?>

Review Your Account

Please review each section carefully and make changes by selecting Edit for each section. Once you have completed your review select Next Step.

Account Information Edit

Account type: accountType == 'I'): ?> Individual accountType == 'J'): ?> Joint - Rights of Survivorship accountType == 'K'): ?> Joint - Tenants in Common accountType == 'L'): ?> Joint - Community Property accountType == 'M'): ?> Joint - Tenants by Entirety accountType == 'U'): ?> Custodial (UGMA/UTMA) accountType == '9'): ?> SIMPLE IRA accountType == 'P'): ?> SEP IRA accountType == 'Q'): ?> IRA Rollover accountType == 'R'): ?> Traditional IRA accountType == 'S'): ?> Roth IRA accountType == 'D'): ?> Business Trust (Irrevocable Trust) accountType == 'A'): ?> Corporation accountType == 'F'): ?> LLC accountType == 'E'): ?> Limited Partnership accountType == 'B'): ?> General Partnership accountType == 'V'): ?> Unincorporated Organization accountType == 'C'): ?> Investment Club accountType == 'H'): ?> Sole Proprietorship

Account name: accountName; ?>

Customer Information Edit

Customer name:

firstName.' '.$member->lastName; ?>

middleName)): ?>

Middle name:

middleName; ?>

suffix)): ?>

Suffix:

suffix; ?>

User name:

loginId; ?>

Primary Email:

email1; ?>

Primary Address:

primaryAddress->line1; ?>primaryAddress->line2)?', '.$member->primaryAddress->line2:''; ?>
primaryAddress->city; ?>, primaryAddress->state.' '.$member->primaryAddress->zipcode; ?>
United States

Date of Birth:

dateOfBirth)); ?>

Social Security Number:

tid; ?>

Day phone:

dayTelephone, 0, 3).') '.substr($member->dayTelephone, 3, 3).'-'.substr($member->dayTelephone, 6); ?>

Evening phone:

eveningTelephone, 0, 3).') '.substr($member->eveningTelephone, 3, 3).'-'.substr($member->eveningTelephone, 6); ?>

Citizenship Status:

citizenship == 'C')?'U.S Citizen':'Resident Alien'; ?>

Employment/Financial Information Edit

Employment status:

employmentStatus; ?>

employerName); ?>

The name of the employer:

employerName; ?>

employerAddress->line1)): ?>

Address 1:

employerAddress->line1; ?>

employerAddress->line2)): ?>

Address 2:

employerAddress->line2; ?>

employerAddress->city)): ?>

City:

employerAddress->city; ?>

employerAddress->state)): ?>

State:

employerAddress->state; ?>

employerAddress->zipcode)): ?>

Zip Code:

employerAddress->zipcode; ?>

annualIncome)): ?> 'ZERO - $25,000', '2' => '$25,000 - $50,000', '3' => '$50,000 - $100,000', '4' => '$100,000 - $200,000', '5' => '$200,000 - $300,000', '6' => '$300,000 - $500,000', '7' => 'OVER $500,000'); ?>

Annual Income:

annualIncome]; ?>

netWorth)): ?> 'ZERO - $25,000', '2' => '$25,000 - $50,000', '3' => '$50,000 - $200,000', '4' => '$200,000 - $500,000', '5' => '$500,000 - $1,000,000', '6' => '$1,000,000 - $2,000,000', '7' => '$2,000,000 - $3,000,000', '8' => 'OVER $3,000,000'); ?>

Total Net Worth:

netWorth]; ?>

liquidNetWorth) && empty($employerName)): ?> 'ZERO - $25,000', '2' => '$25,000 - $50,000', '3' => '$50,000 - $200,000', '4' => '$200,000 - $500,000', '5' => '$500,000 - $1,000,000', '6' => '$1,000,000 - $2,000,000', '7' => '$2,000,000 - $3,000,000', '8' => 'OVER $3,000,000'); ?>

Liquid Net Worth:

liquidNetWorth]; ?>

liquidNetWorth) && !empty($employerName)): ?> 'ZERO - $25,000', '2' => '$25,000 - $50,000', '3' => '$50,000 - $200,000', '4' => '$200,000 - $500,000', '5' => '$500,000 - $1,000,000', '6' => '$1,000,000 - $2,000,000', '7' => '$2,000,000 - $3,000,000', '8' => 'OVER $3,000,000'); ?>

Liquid Net Worth:

liquidNetWorth]; ?>

Private Placement:

accreditedInvestorNetWorth) && empty($member->accreditedInvestorAnnualIncome) && empty($member->previousPrivatePlacementExperience)): ?>

Yes

accreditedInvestorNetWorth) || !empty($member->accreditedInvestorAnnualIncome) || !empty($member->previousPrivatePlacementExperience)): ?>

Accredited Investor Net Worth:

accreditedInvestorNetWorth)?'Yes':'No'; ?>

Accredited Investor Annual Income:

accreditedInvestorAnnualIncome)?'Yes':'No'; ?>

Previous Private Placement Experience:

previousPrivatePlacementExperience)?'Yes':'No'; ?>

Finra Affiliated:

finraAffiliated)?'Yes':'No'; ?>

Director Or Ten Percent Shareholder:

directorOrTenPercentShareholder)?'Yes':'No'; ?>

directorOrTenPercentShareholderCompany)): ?>

Director Or Ten Percent Shareholder Company:

directorOrTenPercentShareholderCompany); ?>

Investor profile Edit

Investment objective:

Investment experience:

Mutual Funds yrs Variable Products yrs Bonds yrs Stocks yrs Options yrs Annuities/Life Insurance yrs None

Risk Exposure:

Investment Knowledge:

Source of Account Funding:

Liquidity Needs:

Less Than One Year 1 to 5 years 5 to 10 years 10 to 15 years Over 15 years Liquidity Needs Not Applicable

Time Horizon:

Short Term - Less than 1 yr. Intermediate - 1 - 10 yr. Long Term - More than 10 yr.

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