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REVIEWERS Bobbie Munroe Deanna Corbitt review all client accounts as a team. They do so on a portfolio analysis basis. FORM ADV Uniform Application for Investment Adviser Registration Part II - Page 1 Name of Investment Adviser Munroe Bobbie Dow Address Code Number and Street City 1873 Volberg Street NW Atlanta State GA Zip Area Code 30318 Telephone Number 351-6976 This part of Form ADV gives information about the investment adviser and its business for the use of clients. Furnishes...
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What is name of investment adviser?
The name of the investment adviser is the legal name of the firm providing investment advice.
Who is required to file name of investment adviser?
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file their name.
How to fill out name of investment adviser?
To fill out the name of the investment adviser, provide the full legal name of the firm as it appears on official documents.
What is the purpose of name of investment adviser?
The purpose of providing the name of the investment adviser is for regulatory and identification purposes.
What information must be reported on name of investment adviser?
The required information includes the full legal name of the investment adviser firm.
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