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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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Begin by gathering all necessary information such as the legal name of the investment adviser.
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Check if there are any specific formatting or naming conventions required by regulatory authorities or organizations.
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Start by entering the last name followed by the first name and middle initial, if applicable.
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Clients or potential investors who are seeking information about a specific investment adviser.
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The name of the investment adviser is the legal name of the firm providing investment advice.
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file their name.
To fill out the name of the investment adviser, provide the full legal name of the firm as it appears on official documents.
The purpose of providing the name of the investment adviser is for regulatory and identification purposes.
The required information includes the full legal name of the investment adviser firm.
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