Licensing Disclosure

 

Investment Advice offered through Brooke Forest Capital, LLC. Registered Investment Advisor. Clearing and custody services provided by Charles Schwab & Co., Inc. Member NYSE, SIPC.  All client assets are held by our custodian, Charles Schwab. 

 

For copies of the company's required government disclosures, including ADV 2A, ADV 2B, Privacy Policy, Code of Ethics, and Policies and Procedures, please contact us at Patrick@ BrookeForestCapital.com or 678-646-6730.

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Patrick Volpe has been in finance for almost 30 years and holds Series 7, 63, 65, and 66 Securities credentials along with Life, Health and Variable Products Insurance licenses.