BNY Mellon | Pershing, Charles Schwab & Co., Inc., TD Ameritrade, Inc., LPL Financial and Raymond James are the firms that we use to custody our client assets. These companies and entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. These companies mentioned herein do not endorse or recommend any advisor and the use of their logos do not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. BNY Mellon | Pershing and Golden State are separate, unaffiliated entities, each responsible for its own services and policies. Trademarks belong to their respective owners. The information on this website has been independently produced by Golden State. Golden State is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Golden State provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.