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Note: If you are planning to use a GPS system, "Vantis" is just the side street of our building as you turn off of Aliso Viejo Parkway.  It may not be in your GPS system unless it is fairly new. 

Freeway / 73 Tollway Directions:

From the North (taking I-5 South / I-405 South)

1. Take the 405 or 5 South, until El Toro Road (you will merge with the 5 freeway prior to El Toro if you take the 405, but no turns are required)
2. Once you exit onto El Toro Road stay in the right two lanes and go straight through the light at the end of the exit ramp (which is Avenida De La Carlota).
3. After going straight, you will be on Paseo de Valencia. 
4. Take Paseo de Valencia (crossing over El Toro Rd), and take this until you see Laguna Hills Drive and turn right (if you hit Alicia, you have gone one block too far)
5. Laguna Hills Drive will change it's name to Aliso Viejo Parkway after crossing Moulton
6. Continue on Aliso Viejo Parkway until you go underneath the 73 tollway and then see an intersection for Enterprise - Go straight through that light (ie.. don't turn onto Enterprise)
7. After the Enterprise intersection we are the first building on the left hand side (with "Safeco" on the top of the building). 
8. Vantis is the street right before our building.
9. After turning right onto Vantis, follow the road around our building to the parking garage.
10. When you come up to the fourth floor, turn right out of the elevators and left down the hallway until you get to the last suite (# 430)

From the South (taking I-5 North)

1. Take 5 North to Oso Parkway, exit the freeway and turn left onto Oso Parkway
2. Oso Parkway will change it's name to Pacific Park after crossing Moulton Pkwy
3. Continue on Pacific Park (past Aliso Creek Road) until you get to Aliso Viejo Parkway and turn riight
4. Take Aliso Viejo Parkway past Grand - Our parking structure is the first turn-in on the right hand side after you cross Grand
5. There are two buildings (one on either side of the parking garage), and we the building on the left side of the parking structure (as you turn in from Aliso Viejo Pkwy)

73 Tollway Directions

From the North (taking the 73 Tollway South)

1. Take the 73 Tollway South and exit Glenwood / Pacific Park (This exit is not available if you get on the 73 @ the 133)
2. At the light at the end of the exit ramp go straight (this will put you on to Enterprise).
3. The second light you come to after the exit will be Aliso Viejo Parkway, turn right.
4. After the turn we are the first building on the left hand side (with "Safeco" on the top of the building). 
5. Vantis is the street right before our building.
6. After turning right onto Vantis, follow the road around our building to the parking garage.
7. When you come up to the fourth floor, turn right out of the elevators and left down the hallway until you get to the last suite (# 430)

From the South (taking the 73 Tollway North)

1. Take the 73 North and exit Aliso Creek Road
2. At the light, turn left onto Aliso Creek Road
3. The second light you come to will be Enterprise, turn right.
4. The third light you come to will be Aliso Viejo Parkway, turn left
5. After the turn we are the first building on the left hand side (with "Safeco" on the top of the building). 
6. Vantis is the street right before our building, turn left
7. After turning left onto Vantis, follow the road around our building to the parking garage.
8. When you come up to the fourth floor, turn right out of the elevators and left down the hallway until you get to the last suite (# 430)

Detailed Map

Area Map

Emergency Contact Information For Clients

Securities Equity Group has developed a Business Continuity Plan regarding how we will respond to events that significantly disrupt our business.  Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur.  With that in mind, we are providing you with this information on our Business Continuity Plan. 

Contacting us  If after a significant business disruption you cannot reach our home office in Aliso Viejo, California, at (949) 975-7900 or (800) 445-9822, you should call our Michigan OSJ Branch Office at (800) 443-5217 or (586) 677-8657.  If you cannot access us through either of those means, and you have a brokerage account and wish to place an order or request any other trade-related cash or security transaction you should contact our clearing firm, National Financial Services, LLC at (800) 801-9942.  This is the NFS Customer Service Line for use when it is determined that the Broker/Dealer has ceased operations due to some sort of an event that has significantly disrupted business.  If your investments are held directly with an investment company refer to your statements or the company web sites for emergency contact information if you are unable to reach us for any reason.

 Our Business Continuity Plan  We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business.  In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption. 

Our business continuity plan addresses: data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business. 

Our clearing firm, National Financial Services, LLC, backs up our important records in a geographically separate area.  While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, our clearing firm has advised us that its objective is to restore its own operations and be able to complete existing transactions and accept new transactions and payments within the same day of the occurrence.  Your orders and requests for funds and securities could be delayed during this period.

 Varying disruptions  Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region.  Within each of these areas, the severity of the disruption can also vary from minimal to severe.  In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within the same business day of the occurrence.  In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within the same business day of the occurrence.  In either situation, we plan to continue in business, transfer operations to our clearing firm if necessary, and notify you through the web site of our affiliate Select Portfolio Management, Inc. (www.selectportfolio.com) as to how to contact us or obtain information regarding your investments.  If the significant business disruption is so severe that it prevents us from remaining in business, we assure our customers prompt access to their funds and securities.

 For more information  If you have questions about our Business Continuity Plan, you can contact us at (949) 975-7900 or (800) 445-9822 or (800) 443-5217.