Forms: CRS / ADV Part2A

9200 South Hills Boulevard, Suite 310,, Broadview Heights, OH 44147

jknox@visionwealth.biz

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Forms: CRS / ADV Part 2A

Client Relationship Summary ( Form CRS)

Form ADV Part 2A

Form ADV Part 2A

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Office: 216-642-1099

9200 South Hills Blvd.

Suite 310

Broadview Hts. , OH 44147

jknox@visionwealth.biz

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Form CRS Disclosure

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.