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Allegiant Partners Incorporated is a San Rafael, CA-based company in the Financial Services sector.
Charles & Potomac Capital is a private investment firm based in Dallas that focuses on technology, energy, healthcare, media, and real estate.
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Efficient, compliant benefit distribution solutions for retirement plan providers, third party administrators, and plan sponsors.
Velox Clearing is a registered (FINRA/SIPC/DTCC) broker dealer that provides Correspondent Clearing for broker dealers and Prime Brokerage Services for institutional managers.