Disclosures

• Intake Form
• Triad Investment Management ADV 2A Appendix
• Triad Investment Management ADV Part 2A
• Triad Investment Management ADV Part 3
• LPL Financial Client Relationship Summary
• Asset Mark Client Relationship Summary
• SEI Investment Management Client Relationship Summary
• Charles Schwab Investment Advisory Client Relationship Summary
• Charles Schwab Broker Dealer Client Relationship Summary
• Tait Lane ADV Part 2B
• Joseph Cilley ADV Part 2B
• Lincoln Kopetski ADV Part 2B
• Randall Kim ADV Part 2B
• Nick Wold ADV Part 2B
• Dennis Goldstein ADV Part 2B
• Peg Keough ADV Part 2B
• Max Baer ADV Part 2B
• Scott Livingston ADV Part 2B