Income Qualification

I have an individual annual income exceeding $200,000 (or $300,000 together with a spouse or spousal equivalent) for the last two years, and I expect to maintain the same income level this year.

Net Worth Qualification

My individual or joint net worth (excluding the value of my primary residence) is over $1 million.

Professional Certifications or Designations

I hold one of the following professional licenses or certifications:

Certified Financial Planner (CFP),

Chartered Financial Analyst (CFA),

Series 7, Series 65, or Series 82 Licenses.

Entity Representation

I represent an entity that qualifies under Accredited Investor rules, such as:

a bank, insurance company, or registered investment company,

any entity with over $5 million in assets,

a private business development company.