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Get the free Brochure Supplement (Part 2B of Form ADV) - Twenty Over Ten

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Firm Brochure (Part 2A of Form ADV)The Firm Brochure provides information about the qualifications and business practices of Covey & Covey. If you have questions regarding the contents of this Brochure,
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To fill out brochure supplement part 2b, follow these steps:
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Review the instructions provided in the template to understand each section of part 2b.
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Include details about any disciplinary events or legal actions taken against your firm.
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Brochure supplement part 2b is typically needed by individuals or firms who provide investment advisory services.
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This document is often required by regulatory authorities to ensure transparency and provide clients with additional information about the professionals managing their investments.
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Investment advisers, registered representatives, and financial professionals would typically need to complete and distribute brochure supplement part 2b to their clients.
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Brochure supplement part 2b is a document required by the SEC that contains information about certain supervised persons of an investment adviser.
Supervised persons of an investment adviser who provide investment advice to clients are required to file brochure supplement part 2b.
Brochure supplement part 2b should be filled out by providing accurate information about the supervised person's educational background, business experience, and disciplinary history.
The purpose of brochure supplement part 2b is to disclose certain important information about supervised persons of an investment adviser to clients.
Information such as educational background, business experience, and any disciplinary history must be reported on brochure supplement part 2b.
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