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Web IARD ADV All Pages Dev Username: smushel35, Org ID: 148214-Page 1 of 30 FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION Primary Business Name: ZIMMERMAN ADVISORY GROUP, LLC ADV

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Access the web iard platform.

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Provide your login credentials to log in.

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Click on the 'Fill out web iard' option.

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Start filling out the required fields one by one, following the given instructions.

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Who needs web iard - adv?

01

Financial advisors who are registered with the Securities and Exchange Commission (SEC) need web iard-adv.

02

Any investment adviser firms that are required to file Form ADV with the SEC or state securities authorities need web iard-adv.

03

Individuals or companies seeking to register as investment advisers need web iard-adv.

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What is web iard - adv?

Web IARD - ADV stands for Investment Adviser Registration Depository - Form ADV, which is an electronic filing system used by investment advisers to register with the SEC and state securities authorities.

Who is required to file web iard - adv?

Investment advisers who meet the thresholds set by the SEC or state securities authorities are required to file Web IARD - ADV.

How to fill out web iard - adv?

Investment advisers can fill out Web IARD - ADV by logging into the IARD system and completing the required information as prompted.

What is the purpose of web iard - adv?

The purpose of Web IARD - ADV is to provide regulators and the public with important information about investment advisers, their business practices, and potential conflicts of interest.

What information must be reported on web iard - adv?

Information such as background of the investment adviser, services offered, fee schedule, disciplinary history, and conflicts of interest must be reported on Web IARD - ADV.

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