ADDED
On March 31, 2026, there were 16,716,000 shares of common stock, $0.0001 par value per share ( common stock ), issued and outstanding.
Volatile or recessionary conditions in the United States or abroad could adversely affect our business and/or our access to capital markets in a material manner.
the risk that the market price of our securities may decline; changes in applicable Laws or regulations; and the risk that we may be adversely affected by other economic, business, and/or competitive factors.
(dba, Binah Capital Insurance, PKSF or BCI ), incorporated in the State of New York, is an insurance entity providing financial services to clients.
Independent Business Model: the Cabot Lodge Entities and the World Equity Group Cabot Lodge Securities LLC ( CLS ) maintains offices and branch offices throughout the United States of America, more than 100 registered advisors, and includes the following entities (the Cabot Entities ): CLS, a Delaware limited liability company, is a broker-dealer registered with the SEC and is a member of FINRA and SIPC.
The independent broker-dealer is a commission based on a smaller percentage of a branch s commission-based revenues from securities brokerage transactions conducted through our brokerage firms, and the fee-based revenue for asset management services provided by our corporate RIAs.
Effective January 1, 2025, BMS entered into Management Services Agreement s ( MSA ) with its operating subsidiaries whereby BMS will provide personnel and payroll management services to the Company.
In accordance with the MSA, expenses related to payroll and benefits are allocated to the operating subsidiaries.
The allocation of the compensation and benefits is based upon the specific personnel assigned to the operating subsidiaries as well as other personnel providing services to the operating subsidiaries.
The allocation methodology includes a direct allocation for personnel assigned to the respective operating subsidiaries and additional allocation for certain personnel based upon various factors including job responsibilities and estimated amount of time associated with each operating subsidiary.
REMOVED
On March 28, 2025, there were 16,602,460 shares of common stock, $0.0001 par value per share ( common stock ), issued and outstanding.
dollar, hyperinflation, devaluation and significant political or civil disturbances in international markets; the risk that claims, lawsuits and other proceedings that have been, or may be, instituted against Wentworth Management Services LLC or Kingswood Acquisition Corp.
could adversely affect our business; the risk that the market price of our securities may decline; the ability to recognize the anticipated benefits of the business combination, which may be affected by, among other things, competition and the ability of the Company to grow its business and manage growth profitably; costs related to the business combination; changes in applicable Laws or regulations; and the risk that we may be adversely affected by other economic, business, and/or competitive factors.
( PKSF ), incorporated in the State of New York, is an insurance entity providing financial services to clients.
During the year ended December 31, 2024, PKSF began to operate under the dba Binah Capital Insurance.
Independent Business Model: the Cabot Lodge Entities and the World Equity Group Cabot Lodge Securities LLC ( CLS ) maintains offices in New York, New York with branch offices throughout the United States of America, more than 100 registered advisors.
and includes the following entities (the Cabot Entities ): CLS, a Delaware limited liability company, is a broker-dealer registered with the SEC and is a member of FINRA and SIPC.
During the year ended December 31, 2024, WFP began to operate under the dba Binah Financial Partners.
Competition The wealth management industry is highly competitive.
We have never experienced any work stoppages and we believe that our employee relations are positive.