Disclosures

• Audited Statement of Financial Condition (March 31, 2026)
• Customer Identification Program (CIP) Notice
• Electronic Delivery and Services Agreement
• Green Pier Regulatory Summary of Services (Form CRS)
• Non-Retirement Advisor Authorization Supplement
• Non-Retirement Brokerage Account Customer Agreement
• Privacy Notice
• Privacy Policy
• Products, Services and Conflicts of Interest (PSCOI)
• GPR Retail Core Position Disclosure
• Retail Fee Schedule
• Retail Recurring Deposit and Withdrawal
• Retirement Advised Brokerage Account Customer Agreement
• Retirement Self-Directed Brokerage Account Customer Agreement
• Retirement W-4R Tax Disclosure
• Roth IRA Custodial Agreement & Disclosure Statement
• SEC Rule 606 Disclosure
• Statement of Business Resiliency
• Terms of Use
• Traditional IRA Custodial Agreement and Disclosure Agreement
• Unaudited Statement of Financial Condition (June 30, 2025)
• IRA Account Important Information
• Important Information Regarding your account