RIAs are required to be registered in the states where investment clients reside. We are currently registered in CA, AZ, ID, WA, WV, TN, and TX. (States other than CA may allow us to register under the de minimis rule if we have less than 5 clients in that state). If we are not currently registered in your state, we would be happy to consider registering in your state in order to serve your investment needs. Please email us at info@FamilyWealthLeadership.com or you can call us at 949-468-2000. We will expand our state registrations when new clients request us to do so, at which time we will be able to further discuss how our investment services can meet your needs. In the meantime, if you would like to find out more about our financial planning, insurance, and especially our Family Coaching and Family Office Services, click on the button below to enter our site or send us your contact information to include names, email addresses, and telephone numbers by clicking on info@FamilyWealthLeadership.com and we will contact you right away.