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Energy Opportunities Capital Management, LLC Form ADV: Part IIT Uniform Application for Investment Advisor Registration Created May 19, 2011, Item 1: Cover Page Part 2B of Form ADV: Brochure Supplement
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What is form adv part ii-b?
Form ADV Part 2B is a supplemental disclosure document that provides clients with key information about an investment adviser's personnel who provide investment advice to clients.
Who is required to file form adv part ii-b?
Investment advisers who are registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 2B.
How to fill out form adv part ii-b?
Form ADV Part 2B must be filled out by investment advisers and should include information about their key personnel, including educational background, business experience, and any disciplinary history.
What is the purpose of form adv part ii-b?
The purpose of Form ADV Part 2B is to provide clients with important information about the individuals at an investment advisory firm who will be providing them with investment advice.
What information must be reported on form adv part ii-b?
Form ADV Part 2B requires investment advisers to report information about their key personnel, including their educational background, business experience, and any disciplinary history.
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