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Disclosures

Disclosures

Disclosures

Services

Investment Management

Retirement Planning

Multigenerational Planning

Asset Based Lending

Education Financing

Alternative Investments

2000 West Loop S.
Suite 2200
Houston, Texas 77027

Christopher Meehan
(346) 353-9992
cmeehan@excelwealth.com

DISCLOSURES
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Excelsior Capital Management are not affiliated. This communication is strictly intended for individuals residing in the states of TX, KS, LA, MD, AR, NC, NV, OK, NJ, MS where the registered representative is registered to conduct securities business, and if applicable, as an investment advisor. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Form CRS for CIRA

Form CRS Supplement