Securities Disclosure

The broker-dealer, investment advisor, BD agent or IA rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may be; and follow-up, individualized responses to persons in a state by such broker dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion.

For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor, BD agent or IA representative, a consumer should contact his or her stated securities law administrator.  For securities information a consumer may also contact the Financial Industry Regulatory Authority at the following toll free number: (800) 289-9999 or their web address: http://www.finra.org

Investment products and services from this representative(s) available only to residents of Michigan (MI).

Links Disclosure
At certain places on this Greystone Financial Group Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Greystone Financial Group. Greystone Financial Group does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Greystone Financial Group.

Form ADV
This document is the "Uniform Application for Investment Advisor Registration." Download the entire application here. >>> more

Wrap Fee Program Brochure, Form ADV Part 2A, Appendix 1
This document is Part 2A, Appendix 1 for the "Uniform Application for Investment Advisor Registration." Download the entire sheet here. >>> more