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Print Account Application Addendum Page of 2 Investment Advisor (IA) Information (This portion to be completed by IA.) CABARET GRANT & CO INC IA Firm Name (please print): MID-ATLANTIC TEAM 4 IA Master

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1. Start by gathering all necessary information and documents, such as your personal identification, social security number, and financial information.
2. Access the Cadaret Grant & Co website or contact their customer service to obtain the official application form. Make sure to have a clear understanding of the required fields and any specific instructions.
3. Begin the application by providing your personal information, including your full name, address, phone number, and email address.
4. Complete the sections related to your employment history, education, and professional background. This may include providing details about your previous employers, job titles, and qualifications.
5. In the financial information section, be prepared to disclose your income, assets, and liabilities. This may involve providing details about your bank accounts, investments, and outstanding debts.
6. If applicable, include any additional required information or documentation, such as tax returns or proof of financial support.
7. Review the completed application form thoroughly to ensure accuracy and completeness. Make any necessary corrections or additions before submitting your application.
8. Follow the submission guidelines provided by Cadaret Grant & Co, whether it is submitting the online form electronically or sending a physical copy by mail.
9. After submission, monitor your email or regular mail for any further correspondence from Cadaret Grant & Co. They may reach out for additional information or to confirm the acceptance of your application.

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4. Individuals or families who want guidance in creating personalized investment strategies and achieving their financial goals.
5. Those who value a comprehensive approach to wealth management and seek advisors with expertise in areas such as retirement planning, tax strategies, and estate planning.

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Cadaret Grant & Co. is a financial services company that offers brokerage and investment advisory services.

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