New Client Form Please fill out the form below and we will contact you for an appointment, if you don't already have one. Client Personal InformationPlease list your information here. You will have the opportunity to list your spouse/partner information below.Client Name(Required) First Middle Last Client Nickname (preferred name) First Client Cell Phone #(Required)Client Preferred Email(Required) Client Date of Birth(Required) MM slash DD slash YYYY Client Driver's License #(Required) Client State(Required)AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificClient Social Security #(Required) Client Employer(Required) Client Occupation(Required) Client Business Phone #Client Business Email Marital Status(Required)Please choose one below to finish the form. Single Married Partner Not Married But Planning Together What is the date of your wedding anniversary? Month Day Year On what date did you begin the relationship with your partner?(Required) Month Day Year Spouse Personal InformationSpouse Name(Required) First Middle Last Spouse Nickname (preferred name) First Spouse Cell Phone #(Required)Spouse Preferred Email(Required) Spouse Date of Birth(Required) MM slash DD slash YYYY Spouse Driver's License #(Required) Spouse State(Required)AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificSpouse Social Security #(Required) Spouse Employer(Required) Spouse Occupation(Required) Spouse Business Phone #Spouse Business Email Partner Personal InformationPartner Name(Required) First Middle Last Partner Nickname (preferred name) First Partner Cell Phone #(Required)Partner Preferred Email(Required) Partner Employer(Required) Partner Occupation(Required) Partner Date of Birth(Required) MM slash DD slash YYYY Partner Driver's License #(Required) Partner State(Required)AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificPartner Social Security #(Required) Partner Business Phone #Partner Business Email Home InformationHome Address(Required) Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Home Phone #Client Home InformationClient Home Address(Required) Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Client Home Phone #Partner Home InformationPartner Home Address(Required) Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Partner Home Phone #Interests & HobbiesPlease list all hobbies that both you and your spouse/partner enjoy.Interests & Hobbies(Required) Individual Sports/Golf/Tennis/Swimming Church/Volunteering Reading/Writing Hunting/Fishing/Guns Exercise/Dance Shopping/Antiques Team Sports/Football/Basketball/Baseball Crafts/Scrapbooking TV/Movies/Podcasts/Video Games interior Design/Home Improvement Music/Theatre/Playing Instruments Photography/Artwork/Painting Cooking/Food/Eating Out Traveling Sewing/Quilting Camping/Hiking/Nature Playing Cards/Board Games Automobiles/Motorcycles/Racing Family/Grandchildren Farming/Horses/Cows Gardening/Yard Work Computers/Video Games Woodworking ChildrenHow many children do you have?How many children do you have?0 Children1 Child2 Children3 Children4 Children5 Children6 ChildrenChild 1 Name(Required) First Middle Last Child 1 Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Child 1 Date of Birth(Required) MM slash DD slash YYYY Child 1 Social Security #(Required) Child 1 Cell Phone #(Required)Child 1 Preferred Email(Required) Child 2 Name(Required) First Middle Last Child 2 Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Child 2 Date of Birth(Required) MM slash DD slash YYYY Child 2 Social Security #(Required) Child 2 Cell Phone #(Required)Child 2 Preferred Email(Required) Child 3 Name(Required) First Middle Last Child 3 Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Child 3 Date of Birth(Required) MM slash DD slash YYYY Child 3 Social Security #(Required) Child 3 Cell Phone #(Required)Child 3 Preferred Email(Required) Child 4 Name(Required) First Middle Last Child 4 Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Child 4 Date of Birth(Required) MM slash DD slash YYYY Child 4 Social Security #(Required) Child 4 Cell Phone #(Required)Child 4 Preferred Email(Required) Child 5 Name(Required) First Middle Last Child 5 Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Child 5 Date of Birth(Required) MM slash DD slash YYYY Child 5 Social Security #(Required) Child 5 Cell Phone #(Required)Child 5 Preferred Email(Required) Child 6 Name(Required) First Middle Last Child 6 Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState ZIP Code Child 6 Date of Birth(Required) MM slash DD slash YYYY Child 6 Social Security #(Required) Child 6 Cell Phone #(Required)Child 6 Preferred Email(Required) QuestionsHow did you hear about us?(Required) Referral by Someone Radio, Ad or Commercial Social Media Other Please tell us who referred you so that we can thank them...(Required)If it is more than one person, please list all of them here. LegalThe SEC requires all Investment Advisors to provide the following documents to prospective clients as well as current clients. You are consenting that you are ok with receiving these electronically. We will also provide them in paper format at your first meeting with us. And if you have any questions, please contact us at 205-871-7526 or you can discuss them in our first meeting. Please view our PRIVACY POLICY. Please view our ADV PART II. Please view our CRS FORM.(Required) I agree to receive the Privacy Policy, ADV Part II and CRS Form in electronic format. I also understand that I will receive a paper copy of each at our first meeting.Section BreakIf you would like to attach any financial documents to this form, please do so below. Drop files here or Select files Accepted file types: jpg, png, pdf, Max. file size: 500 MB. CommentsThis field is for validation purposes and should be left unchanged. Δ
