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FINRA-registered broker-dealer specializing in private placement distribution for RIAs and independent advisors.

(509) 210-8305

ron@cpmwealth.com

Mon–Fri: 8:00am–4:30pm

6501 N Cedar St, Bldg 4 Suite C
Spokane, WA 99208

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Disclosures

SIPC|Privacy Policy|Form CRS|BCP|Reg BI

Private placements are securities offerings that are typically exempt from SEC registration. Because these offerings are not registered, they generally are not subject to the same disclosure, reporting and investor-protection requirements that apply to registered public offerings. Investment in a private placement is highly speculative and involves a high degree of risk as well as the potential loss of your entire investment. They also are not liquid and may be subject to restrictions on transfer or resale, and may require investors to hold the investment for an extended period. There may be no public market for the securities, and investors may be unable to sell when desired or at any price. Any offer or sale of a private placement is made only pursuant to the applicable offering documents, including the private placement memorandum and subscription agreement, and only to eligible investors. Investors should carefully review all offering materials, including risk factors, before investing.

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