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Web IARD ADV All Pages Dev Username: jbuswell501, Org ID: 112683-Page 1 of 31 FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION Primary Business Name: KEYSTONE FINANCIAL GROUP, INC.

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What is web iard adv all?

Web IARD ADV is a system used by investment advisers to electronically file Form ADV and other required documents with the Securities and Exchange Commission (SEC).

Who is required to file web iard adv all?

Investment advisers who are registered with the SEC or required to be registered with the SEC must file Form ADV using Web IARD ADV.

How to fill out web iard adv all?

Investment advisers can fill out Web IARD ADV by creating an account on the IARD system, completing Form ADV, and submitting the required documents electronically.

What is the purpose of web iard adv all?

The purpose of Web IARD ADV is to provide a streamlined and efficient way for investment advisers to disclose information about their business practices, fees, conflicts of interest, and more to the SEC and the public.

What information must be reported on web iard adv all?

Information that must be reported on Web IARD ADV includes details about the adviser's ownership, fee schedule, disciplinary history, and investment strategies.

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