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I certify that the Investor category chosen above honestly and accurately describes me.
An accredited investor, in the context of a natural person, includes anyone who: earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). There are other categories of accredited investors, including the following, which may be relevant to you: any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person, or any entity in which all of the equity owners are accredited investors.
I am not a financial professional.
I am a registered representative of a broker/dealer firm that is registered with the SEC and is a member of FINRA.
I manage portfolios on behalf of, or otherwise represent, an organization or entity with total assets of at least $50 million.
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