Talis Advisory Services, LLC (Talis) is an SEC registered investment advisor located in Plano, Texas. Talis and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisors by those states within which the firm maintains clients.
Talis may only transact business in those states in which it is notice filed or in which it qualifies for an exemption or exclusion from notice filing requirements. Website content is limited to the dissemination of general information regarding investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of website content should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Users should consult with appropriate advisors before making investment decisions.
Any subsequent direct communication by Talis with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides. For information pertaining to the registration status of Talis, please contact the United States Securities and Exchange Commission on their website at http://www.adviserinfo.sec.gov/. A copy of Talis' current Form ADV Part II is available upon request. A copy of our business continuity statement is available upon request or may be accessed here.