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Please complete the following form and someone from our sales team will be in touch to answer any questions and discuss next steps.

First Name

Last Name

CRD #

Your Credentials

What's your Firm Name?

What's your Business Address?

Your City, State

Broker Dealer or RIA?

What is your calendar link? Advisors without a calendar link are not eligible to join our platform at this time.

Tech stack

Households serviced?

Assets Under Management (AUM)?

LinkedIn, Twitter or Website URL?

How did you hear about us?

Anything else that we should know about you?

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Habits, Inc. does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by Habits, Inc. Habits, Inc. is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Habits, Inc. of such content or services. Use your discretion. Habits, Inc. does not manage client funds or hold custody of assets, we help users connect with financial advisors.