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Austin
7701 San Felipe Blvd. Suite 100
Austin, TX 78729
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Houston
24044 Cinco Village Center Blvd. Suite 100
Katy, TX 77494
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Waco
6701 Sanger Ave. Suite 105B
Waco, TX 76710
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Fort Worth
5049 Edwards Ranch Rd. Floor 4
Fort Worth, TX, 76109
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Charles Schwab

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Social Security Administration

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IRS Direct Pay

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Charles Schwab & Co., Inc. (“Charles Schwab”) is one of the firms that we use to custody our client assets. Charles Schwab, Fort Wealth Management, and the other entities named are separate and unaffiliated firms and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc., member FINRA/SIPC.