Disclosures
We at Alchemy Financial Group strive to keep our clients and prospective clients educated in order to make informed decisions. Below you will find the links to our required disclosures, for your convenience. As not all disclosures may pertain to a client or prospect’s particular situation, we at Alchemy Financial Group will ensure that we reach out individually with the specific disclosures to review. We encourage anyone with questions to reach out as we are always happy to answer your questions.
Client Relationship Summary - CRS Forms
The Form CRS – Cambridge, Form CRS – CIRA and Supplement are required by the SEC to all retail investors and detail the services we are able to provide, fees/costs, roles and duties along with additional information.
The Form ADV 2A is the uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities providing disclosures about key information about the company, including business practices, fees, conflicts of interest and more.
ADV Part 2B for Christopher Roberts, CFP ®
This brochure supplement provides information about Christopher Roberts that supplements the Cambridge Investment Research, Inc. And Cambridge Investment Research Advisors’ brochures. Here you will find the following information
- Educational background and business experience
- Outside business activity
- Disciplinary information
- Professional designations
ADV Part 2B for Jason Bittenbinder, CFP®
This brochure supplement provides information about Jason Bittenbinder that supplements the Cambridge Investment Research, Inc. And Cambridge Investment Research Advisors’ brochures. Here you will find the following information
- Educational background and business experience
- Outside business activity
- Disciplinary information
- Professional designations
ADV Part 2B for Jason Seldomridge
This brochure supplement provides information about Jason Seldomridge that supplements the Cambridge Investment Research, Inc. And Cambridge Investment Research Advisors’ brochures. Here you will find the following information
- Educational background and business experience
- Outside business activity
- Disciplinary information
- Professional designations
This brochure supplement provides information about Mark Gandor that supplements the Cambridge Investment Research, Inc. And Cambridge Investment Research Advisors’ brochures. Here you will find the following information
- Educational background and business experience
- Outside business activity
- Disciplinary information
- Professional designations
This brochure supplement provides information about Kyle McMillin that supplements the Cambridge Investment Research, Inc. And Cambridge Investment Research Advisors’ brochures. Here you will find the following information
- Educational background and business experience
- Outside business activity
- Disciplinary information
- Professional designations
Regulation Best Interest Disclosure (Reg BI)
This disclosure is to provide information regarding the business practices, compensation, conflicts of interest as they pertain to Cambridge Investment Research, Inc.
This wrap brochure provides information about the qualifications and business practices of Cambridge Investment Research Advisors, Inc. and WealthPort that should be considered before establishing an account.