Disclosure
Advisory Services offered through ORG Partners. ORG Partners, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit:https://adviserinfo.sec.gov/ and search for our firm name.
Click here to view our Form CRS
Order routing disclosure – SEC Rule 606
ORG Partners introduces transactions on a fully disclosed basis to our clearing firms, Charles Schwab & Co Inc., and Sanders Morris Harris, LLC.
SEC Rule 606 requires all brokerage firms to make available to the public quarterly reports about their order routing practices. The report provides information on the routing of "non-directed orders" - any order that the customer has not specifically instructed to be routed to a particular venue for execution. This information is prepared by our clearing firms and is available at the following links: