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FAQs
Kaufman Rossin
Consulting and Financial, Technologies, 1d., 1b., 2c., 2g., 6g., 10c. Designsite 5/20/24 Consulting and Financial, Technologies, 1d., 1b., 2c., 2g., 6g., 10c. Designsite 5/20/24

Kaufman Rossin

Booth 19

Phone: 386-864-2453

Email: aegan@kaufmanrossin.com

Website: https://kaufmanrossin.com/

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Adviser Compliance Consulting Inc.
Consulting and Financial, Technologies, 1b., 1g., 2a., 2f., 1f., 3f. Designsite 5/20/24 Consulting and Financial, Technologies, 1b., 1g., 2a., 2f., 1f., 3f. Designsite 5/20/24

Adviser Compliance Consulting Inc.

Booth 33

Phone: (650) 703 2159

Email: tpombra@outsourcecco.com

Website: www.outsourcecco.com

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Aer Compliance
Consulting and Financial, Technologies, 1b., 2f., 10c., 1g., 2e., 3c. Designsite 5/20/24 Consulting and Financial, Technologies, 1b., 2f., 10c., 1g., 2e., 3c. Designsite 5/20/24

Aer Compliance

Booth 33

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Intapp
Consulting and Financial, Technologies, 1b., 8g., 2e., 3c., 1e., 5d. Designsite 9/5/23 Consulting and Financial, Technologies, 1b., 8g., 2e., 3c., 1e., 5d. Designsite 9/5/23

Intapp

Booth 16

Phone: 650.852.0400

Email: sales@intapp.com

Website: https://www.intapp.com/

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Fidelity Designated Brokerage Services
Consulting and Financial, Technologies, 1b., 2h., 3f., 7e., 7h., 7i. Designsite 10/3/22 Consulting and Financial, Technologies, 1b., 2h., 3f., 7e., 7h., 7i. Designsite 10/3/22

Fidelity Designated Brokerage Services

Booth 25

Phone: 877-612-2047

Email: fidelitydbs@fmr.com

Website: www.fidelity.com

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Broadridge
Consulting and Financial, Technologies, 8c., 5g., 3g., 1b., 3d., 7f. Designsite 6/8/22 Consulting and Financial, Technologies, 8c., 5g., 3g., 1b., 3d., 7f. Designsite 6/8/22

Broadridge

Booth 40

Phone: 212-918-6972

Email: robert.marotta@broadridge.com

Website: www.broadridge.com

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RegEd
Consulting and Financial, Technologies, 4e., 1b., 4c., 5c., 8e., 5h., 2f. Meghan Flanagan 5/10/22 Consulting and Financial, Technologies, 4e., 1b., 4c., 5c., 8e., 5h., 2f. Meghan Flanagan 5/10/22

RegEd

Booth 8

Phone: (800) 334-8322

Email: sales@reged.com

Website: www.RegEd.com

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MyComplianceOffice
Technologies, 1b., 1g., 3c., 6c., 4g., 7h. Designsite 12/27/21 Technologies, 1b., 1g., 3c., 6c., 4g., 7h. Designsite 12/27/21

MyComplianceOffice

Booth 6

Phone: (866) 951 2279
Email: advance@mycomplianceoffice.com
Website: https://mco.mycomplianceoffice.com

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