Otis is available to both accredited and non-accredited investors. Accredited investors are defined in Rule 501 of Regulation D under the Securities Act of 1933, as amended, as individuals who meet certain additional requirements. Accredited investors will be asked to verify their accredited investor status.
Otis partners with Dalmore Group LLC, a registered broker-dealer and member of FINRA and SIPC, located at 525 Green Place Woodmere, NY 11598. You can review the BrokerCheck for Dalmore here. An up-to-date Dalmore Form CRS is available here.