Investor Information

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An accredited investor defined by the SEC individual requirements must meet at least one of the following: Net Worth: Over $1 million, individually or with a spouse/partner, not including primary residence value. Income: Over $200,000 (individual) or $300,000 (joint with spouse) in each of the prior two years, with a reasonable expectation for the current year. Professional Credentials: Holding certain licenses in good standing, such as a FINRA Series 7, 65, or 82.