IMPORTANT – 2022 Tax Information Regarding your Pershing Taxable Accounts

Dear Valued Client –

In November 2022 we transferred your account assets from Hanlon Investment Management, Inc. (HIM) to Vestbridge Advisors, Inc. (VB). 

You should receive two 1099’s per taxable account this tax season, one each for your HIM and VB accounts. As usual, tax documents will probably not be final and provided to you until later February into early March.

For tax year 2023 (that occurs this time next year), only your VB taxable account(s) will produce a 1099 as your HIM account(s) was closed in 2022.

If you want to learn more about this or have any questions, please email [email protected] or call us at (833) 592-5252. Thank you for the opportunity to be of service.