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Form ADV Part 2A & Form ADV Part 2A & March 17, 2018203 W Franklin Street Centerville, Ohio 45459 CRD # 281583 9374341790 Email: wdeshurko FundTraderPro.com Website: www.fundtraderpro.comPlease note

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How to fill out form adv part 2a

01

Step 1: Start by providing the basic information of your firm, such as its name, address, and contact details.

02

Step 2: Next, you need to provide details about your firm's ownership structure, including the names and roles of all the owners or control persons.

03

Step 3: Provide information about the types of clients your firm serves and the services you offer to them.

04

Step 4: Disclose any affiliations your firm may have with other financial entities.

05

Step 5: Detail your firm's fee structure, including how you charge your clients and any potential conflicts of interest.

06

Step 6: Describe your firm's educational background and experience, as well as any disciplinary events or legal proceedings involving you or your firm.

07

Step 7: Finally, review the completed form to ensure all the information provided is accurate and up-to-date.

08

Step 8: Submit the filled-out Form ADV Part 2A to the appropriate regulatory authority.

Who needs form adv part 2a?

01

Form ADV Part 2A is needed by registered investment advisers (RIAs) in the United States. RIAs are required by the Securities and Exchange Commission (SEC) to file this form as part of their ongoing regulatory obligations.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document filed with the SEC by investment advisers.

Who is required to file form adv part 2a?

Investment advisers registered with the SEC are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A must be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about an investment adviser.

What information must be reported on form adv part 2a?

Form ADV Part 2A must include information about the adviser's services, fees, conflicts of interest, and disciplinary history.

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