Broker Check


Regulation Best Interest Disclosure: Provides information regarding the business practices, compensation, and conflicts of interest as they pertain to our broker-dealer, Cambridge Investment Research.

ADV-2A: Uniform form used by Registered Investment Advisors to register with both the Securities Exchange Commission (SEC) and state securities authorities.

ADV-2B: Contains information about the financial advisors at S2 Financial Partners including educational background, business experience, and any disciplinary measures in the advisor's history.

CRS: The Client Relationship Summary's purpose is to provide retail investors with "simple, easy-to-understand information about the nature of their relationship with their financial professional" in order to help compare services between firms and make more informed decisions.

CIRA: The Advisor Version of Form CRS.