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Contact Form New Client
Legal Name
First
Middle
Last
Preferred Name
Social Security Number
Birthdate
MM slash DD slash YYYY
Marital Status
Single
Married
Divorced
Separated
Widowed
Home Phone
Work Phone
Mobile Phone
Personal Email
Work Email
What is your primary email?
We may send you important documents and other communications via email. To ensure prompt delivery, we suggest providing a personal email address. If you choose to provide a work email address, we kindly ask that you notify us immediately if there are any changes in your employment status.
Personal Email
Work Email
Address
No P.O. Boxes
Street Address
Address Line 2
City
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Mailing Address
Same as previous
Street Address
Address Line 2
City
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Contact Preference
Phone
Mail
Email
Fax
Fax
What number should we contact?
Home Phone
Work Phone
Mobile Phone
Do you need to add another address?
Yes
No
Other Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Ã…land Islands
If you need to
Employment Information
Employment Status
Employed
Homemaker
Minor
Retired
Self-Employed
Student
Unemployed
Other
Industry
Occupation
Other
Employer Information
Name of Employer
Employer Address
City and State
Zip/Postal Code
Website
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Ã…land Islands
Citizenship
US Citizen
Non-US Citizen
Birth State
Type of Citizenship
Country of Citizenship:
Driver's License State
Driver's License Number
Expiration Date
MM slash DD slash YYYY
Government ID State
If your government issued ID is a DL, you will not need to enter the information twice.
Government ID Number
Government ID Expiration
MM slash DD slash YYYY
Approximate Net Worth
$0 - $24,999
$25,000 - $49,999
$50,000 - $99,999
$100,000 - $249,999
$250,000 - $499,999
$500,000 - 749,999
$750,000 - $999,999
$1,000,000 and over
Annual Income $
Annual Bonus $
Pension $
Social Security $
Annuity $
Additional Person
This section is available if you need to provide contact information for another individual. Dependent information is asked for in a later section of this form.
Do you need to add another person?
Yes
No
Legal Name
First
MI
Last
Preferred Name
Social Security Number
Birthdate
MM slash DD slash YYYY
Marital Status
Single
Married
Divorced
Separated
Widowed
Home Phone
Work Phone
Mobile Phone
Email
Work Email
What is your primary email?
We may send you important documents and other communications via email. To ensure prompt delivery, we suggest providing a personal email address. If you choose to provide a work email address, we kindly ask that you notify us immediately if there are any changes in your employment status.
Personal Email
Work Email
Address
No P.O. Boxes
Same as previous person
Street Address
Address Line 2
City
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Mailing Address
Same as previous person
Street Address
City
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Contact Preference
Phone
Mail
Email
Fax
Fax
What number should we contact?
Home Phone
Work Phone
Mobile Phone
Employment Information
Employment Status
Employed
Homemaker
Minor
Retired
Self-Employed
Student
Unemployed
Other
Industry
Occupation
Other
Employer Information
Name of Employer
Employer Address
City and State
ZIP/ Postal Code
Website
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Ã…land Islands
Citizenship For Second Person
US Citizen
Non-US Citizen
Birth State
Type of Citizenship
Country of Citizenship:
Driver's License State
Driver's License Number
Expiration Date
MM slash DD slash YYYY
Government ID State
If your government issued ID is a DL, you will not need to enter the information twice.
Government ID Number
Government ID Expiration
MM slash DD slash YYYY
Approximate Net Worth
$0 - $24,999
$25,000 - $49,999
$50,000 - $99,999
$100,000 - $249,999
$250,000 - $499,999
$500,000 - 749,999
$750,000 - $999,999
$1,000,000 and over
Annual Income $
Pension $
Bonus $
Annuity $
Social Security $
Combined Household Income $
Source of Account Funding
This section is applicable to any new client planning to open accounts. Please select multiple sources, if you are opening more than one account. What best describes the ongoing of funding the account you will be opening?
What best describes the ongoing of funding the account you will be opening?
Employment / Wages
Retirement
Funds
Gift
Savings
Inheritance / Trust
Investment
Unemployment / Disability
Legal Settlement
Lottery / Gambling
Spousal / Parental Support
Beneficiary Information
If you would like to provide additional contact information for beneficiaries, or would like to add a trust, you can provide us with that information at a later date.
Would you like to enter beneficiary information at this time?
Yes
No
I would like to add a trust as my beneficiary; please have Melinda contact me for the information.
Yes
Legal Name
First
MI
Last
Social Security Number
Birthdate
Type of Beneficiary
Primary
Contingent
Phone
Email
Relationship
What is your relationship to your beneficiary?
Percentage
What percentage of your benefit would you like this beneficiary to receive?
Legal Name
First
MI
Last
Social Security Number
Birthdate
Type of Beneficiary
Primary
Contingent
Phone
Email
Relationship
What is your relationship to your beneficiary?
Percentage
What percentage of your benefit would you like this beneficiary to receive?
Legal Name
First
MI
Last
Social Security Number
Birthdate
Type of Beneficiary
Primary
Contingent
Phone
Email
Relationship
What is your relationship to your beneficiary?
Percentage
What percentage of your benefit would you like this beneficiary to receive?
Dependent Information
Do you have dependents?
Yes
No
Legal Name
First
MI
Last
Preferred Name
Social Security Number
Birthdate
Legal Name
First
MI
Last
Preferred Name
Social Security Number
Birthdate
Legal Name
First
MI
Last
Preferred Name
Social Security Number
Birthdate
Legal Name
First
MI
Last
Preferred Name
Social Security Number
Birthdate
Financial Contacts
To provide you with the best financial planning services, we require a complete overview of your financial life. As such, we ask you to provide us with the necessary contact information of your financial professionals. Please note that this section is for record-keeping purposes only and does not authorize us to contact or share information with these professionals without obtaining your written consent.
Do you want to add an estate planning attorney?
Yes
No
Do you need a referral lists of estate planning attorneys?
Yes
No
Name
Business Name
Contact First Name
Contact Last Name
Primary Telephone Number
Email
Do you want to add an accountant/CPA?
Yes
No
Do you need a referral list of accountants/CPAs?
Yes
No
Name
Business Name
Contact First Name
Contact Last Name
Primary Telephone Number
Email
Trusted Contact
When managing your finances, it's crucial to have a support system in place. One way to ensure this is by designating a trusted contact person who can step in and help you in an emergency or if you cannot make financial decisions on your own. Trusted contact could be a family member, friend, or other individual whom you feel comfortable confiding in. However, it is important to note that your trusted contact cannot be your financial advisor.
Do you want to add a trusted contact?
Yes
No
Legal Name
First
MI
Last
Relationship
Primary Telephone Number
Email
Mailing Address
Street Address
City
State / Province / Region
ZIP / Postal Code
Power Of Attorney Supplement
Do you have a power of attorney in force?
If you have a power of attorney in force, please answer YES to share the information for the individual possessing power of attorney. This form should not be used to appoint or supplement an advisor or advisor representative as power of attorney but is to notify us of relevant contact information.
Yes
No
Legal Name
First Name
MI
Last Name
Social Security Number
Birthdate
MM slash DD slash YYYY
Email
Home Phone
Work Phone
Mobile Phone
Address
No P.O. Boxes
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Mailing Address
Same as previous
Street Address
City
State / Province / Region
ZIP / Postal Code
Contact Preference
Phone
Mail
Email
Fax
Fax
What number should we contact?
Home Phone
Work Phone
Mobile Phone
Employment Status
Employed
Self-Employed
Unemployed
Retired
Homemaker
Student
Employer Name
Type of Business
Occupation
Employer Street Address
Street Address
City
State / Province / Region
ZIP / Postal Code
Occupation Code
A42 Accountant/Auditor/Bookkeeper
A62 Adjuster
A82 Advertiser/Marketer/PR Professional
A33 Air Traffic Controller
A43 Ambassador/Consulate Professional
A53 Analyst
A63 Appraiser
A73 Architect/Designer
A83 Artist/Performer/Actor/Dancer
A93 Assistant/Executive Assistant
A44 Athlete
A64 Attorney/Judge/Legal Professional
A74 Auctioneer
L51 Banker/Lending Professional
B21 Barber/Beautician/Hairstylist
B31 Broker/Registered Rep
B41 Business Executive (VP, Director, etc.)
B51 Business Owner
C81 Caregiver
C91 Carpenter/Construction Worker/ Contractor
C22 Cashier
C32 Chef/Cook
C42 Chiropractor
C52 Civil Servant
C62 Clergy
C72 Clerk Industry
C82 Compliance/Regulatory Professional
C92 Consultant
C43 Counselor/Therapist
C53 Customer Service Representative
D11 Dealer
D61 Dentist
D31 Distributor
D41 Doctor/Surgeon/Physician
D51 Driver
E51 Engineer
E71 Exterminator
F71 Factory/Warehouse Worker
F81 Farmer/Rancher
F91 Financial Planner/Advisor
F22 Flight Attendant
F32 Human Resources Professional
I41 Importer/Exporter
I51 Inspector/Investigator
I81 Investor
I91 IT Professional/IT Associate
J31 Janitor
J41 Jeweler
L31 Laborer
L41 Landscaper
M91 Mechanic
M22 Military, Officer or Associated
M32 Mortician/Funeral Director
N21 Nurse
O11 Office Associate
O21 Other; If Other, include a description in the Occupation box.
P81 Pharmacist
P91 Physical Therapist
P22 Pilot
P32 Police Officer/Firefighter/Law Enforcement Professional
P42 Politician
P52 Project Manager
R81 Real Estate Professional
R71 Researcher
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S51 Scientist
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S71 Security Guard
S81 Social Worker
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T61 Teller
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T81 Trainer/Instructor
U21 Underwriter
V11 Veterinarian
W21 Writer/Journalist/Editor
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A21 Advertising/Marketing
A31 Aerospace/Defense
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A61 Animal Services and Veterinary
A71 Architecture/Design
A81 Arts/ Antiques
A91 Athletics/Fitness
A32 Automotive
B11 Aviation
C11 Bar/Nightclub/Adult Entertainment Club
C21 Childcare
C31 Cleaning/Janitorial/Housekeeping
C41 Communications/Telecommunications
C51 Construction/Carpentry/Landscaping
C61 Convenience Store/Liquor Store/ Gas Station
C71 Customer Service and Support
E11 Education
E21 Embassy/Consulate
E31 Energy
E41 Engineering
F11 Fashion/Clothing
F21 Financial Services
F51 Firearms and Explosives
G11 Gaming/Casino/Card Club
G21 Government/Public Administration
G31 Grocery/Supermarket
H11 Healthcare/Medical Services
H21 Hotel/Hospitality
I11 Import/Export
I21 Information Technology (IT)
I31 Insurance
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L11 Legal Services/Public Safety
L21 Logistics/Supply Chain
M11 Manufacturing
M21 Maritime
M31 Media/Entertainment
M41 Mining, Oil, and Gas
M51 Money Services Businesses (Check Cashing, Money Transmitting, Payday Loans, Currency Exchange)
N11 Non-Profit/NGO (Non-Government Agency)/Charity
O31 Other; If Other, include a description in the Industry of Occupation box
P11 Parking and Car Washes
P21 Pawn Shops/Brokers
P31 Personal Care/Hygiene (Beauty, Salon, Cosmetics, Massage, etc.)
P41 Pharmaceuticals
P51 Printing/Publishing
P71 Professional/Civic Organizations(Non-Retail)
R11 Real Estate
R21 Religious Organization
R31 Repair Services - Home, Auto, and Other
R41 Restaurant/Food Service
R51 Retail Sales/Retail Trade
S11 Science and Biotechnology
S21 Security
T11 Transportation
T31 Travel
U11 Utilities (Public)
W11 Wholesale Sales/Trade
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