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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SIMPLICITY WEALTH CRD Number: 300572OtherThanAnnual Amendment All Sections
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Start by entering the main name of your business.
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Keep the name simple and easy to understand.
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Primary business name simplicity refers to the simplified process of registering and maintaining a business's primary name with the relevant authorities.
All businesses operating under a specific name that differs from their legal business name are required to file for primary business name simplicity.
To fill out primary business name simplicity, a business owner must complete the designated form, providing essential details such as the business name, owner's information, and contact details, and then submit it to the appropriate authority.
The purpose of primary business name simplicity is to establish a clear and official record of a business's operating name, ensuring transparency and legal recognition.
The information that must be reported includes the business's primary name, the legal name of the business owner, the business address, and any other pertinent contact information.
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