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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: TRUMBULL PARTNERS LLC CRD Number: 128390Annual Amendment All Sections
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01
To fill out IAPD - Investment Adviser Registration Depository, follow these steps:
02
Start by accessing the IAPD website.
03
Click on the 'Login' button and enter your login credentials if you already have an account. If not, create a new account by clicking on 'Create an Account'.
04
Once logged in, select the 'New Filing' option to begin filling out the form.
05
Enter all the required information, such as your personal details, firm information, and other relevant information as requested in the form.
06
Provide accurate and up-to-date information about your advisory business, including your services, fees, and any other disclosures required by the form.
07
Ensure you have all the necessary supporting documents, such as Form ADV and any other required attachments, and upload them to the IAPD system.
08
Review all the information you have provided to ensure its accuracy and completeness.
09
Once you are satisfied with the information entered, submit the form electronically.
10
Pay any applicable fees associated with the filing, if required.
11
Wait for confirmation from the IAPD regarding the successful submission of your form. You may also receive follow-up communication if any additional information is needed.
12
Keep a copy of the submitted form and supporting documents for your records.

Who needs iapd - investment adviser?

01
IAPD - Investment Adviser Registration Depository is required for individuals or firms that act as investment advisers. This includes:
02
- Registered investment advisers (RIAs)
03
- Exempt reporting advisers
04
- State-registered investment advisers
05
- Federal covered advisers
06
- Any individual or firm that provides investment advice for a fee or holds themselves out as investment advisers
07
It is important to consult with the regulatory authorities or seek professional advice to determine if you specifically need to fill out IAPD as an investment adviser.
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IAPD stands for Investment Adviser Public Disclosure. It is a database that contains registration and disclosure information for investment adviser firms.
Investment adviser firms are required to file in the IAPD.
IAPD forms can be filled out online through the Investment Adviser Registration Depository (IARD) system.
The purpose of IAPD is to provide transparency and facilitate the public disclosure of information about investment adviser firms.
Information such as firm background, services offered, fees, conflicts of interest, disciplinary history, and key personnel must be reported on IAPD.
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