Our team complements your firm’s team. We apply decades of experience in the securities industry to manage compliance and administration, so your team can focus on generating revenue and building your brand.


Don Bizub

Chief Executive Officer
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Brad Kaiser

Managing Director and CCO
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Samarth Chandhok

Business Development Associate
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David Collett

Vice President & Chief Financial Officer
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Dot Gibbens

Compliance Consultant
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John Morris

Chairman
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