Our sponsor ID numbers you might need to list on your reporting form are:

  • NASBA Registry: 103220
  • Texas: 006477
  • New York: 001353
  • Florida Ethics Provider: 0003728
  • CFP® Professional: 3199
  • CTEC® Provider ID: 2071
  • IRS: 0MYXB

Updated on: 04/03/2024

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