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Important Announcement Regarding Recent Communications from Osaic Thumbnail

Important Announcement Regarding Recent Communications from Osaic


We hope this message finds you well. We have been informed that Osaic recently sent letters to‬ some of our clients.‬‭ First and foremost, we want to‬‭ be clear that we are not working with‬ Osaic. Cambridge is, and will continue to be, our broker-dealer.‬‭ Please do not sign or return any forms or correspondence from Osaic.‬

As many of you may know, we previously used Lincoln as our broker-dealer before moving to Cambridge in 2009. Lincoln was recently acquired by Osaic and a letter was sent to inform‬ clients of the transition. As best as we can tell, Osaic sent out a letter to all past clients‬ regardless of whether they are active clients today. The letter states that your financial‬ professional would become an investment adviser representative of Osaic. These letters should‬ not have been sent to our clients.‬‭ We want to emphasize‬‭ again that Osaic is not our‬ broker-dealer and any documentation or requests you have received from them should‬ not be acted upon.‬

Your relationship with us remains our priority, and we are committed to ensuring you are fully‬‭ informed and supported. If you have any questions or would like further clarity regarding this‬ matter, please do not hesitate to contact us.‬

‭ Thank you for your attention to this important notice.‬

‭ Best regards,‬

‭ Jen‬

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Capital Advisors & Cambridge are not affiliated.


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