Adaptation Financial™

700 Cedar Lake Boulevard, , Oklahoma City, OK 73114

Adaptation Financial™

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Jeannie Roberts

Jeannie Roberts

Financial Advisor, Oklahoma City, OK

405-475-7815

jroberts@adaptfa.com

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Toll-Free: 800-522-8727

700 Cedar Lake Boulevard

Oklahoma City , OK 73114

info@adaptfa.com

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Cambridge’s Form CRS (Customer Relationship Summary)

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration, and not all of the securities, products, and services mentioned are available in every state or jurisdiction.

State Licensing Disclosure:
Securities offered in AL, AR, AZ, CA, CO, CT, GA, IL, IN, KS, LA, MN, MO, MS, NC, ND, NE, NM, NV, NY, OH, OK, SC, TX, VA, and WA. Insurance products offered in CT, DE, FL, IA, MD, MA, MI, MT, NE, NJ, NM, OR, PA, RI, TN, UT, WI, and WY. Registration and licensing do not imply a certain level of skill or training.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Advisory services may also be offered through Adaptation Financial Advisory Inc., a Registered Investment Adviser. Cambridge, Adaptation Financial, and Adaptation Financial Advisory Inc. are not affiliated.