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Form ADV 2ACadinha & Co., Lucite 1 Cover Waveform ADV 2A Brochure Cadenza & Co., LLC 900 Fort Street Mall, Suite 1450 Honolulu, HI 96813 Phone: (808) 5239488 www.cadinha.comMarch 31, 2021This brochure
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How to fill out form adv 2a
01
Gather all necessary information and supporting documents required to complete form ADV 2a.
02
Fill in the personal information section with accurate details including name, address, contact information, and social security number.
03
Provide information about your business, including the type of services offered, fees charged, and any disciplinary history.
04
Answer all questions honestly and accurately, making sure to disclose any conflicts of interest or potential risks to clients.
05
Review the completed form for any errors or omissions before signing and submitting it to the appropriate regulatory authority.
Who needs form adv 2a?
01
Form ADV 2a is required to be filled out by investment advisers who are registered with the Securities and Exchange Commission (SEC) or state securities regulators.
02
This form is an essential tool for providing clients and regulatory authorities with important information about an investment adviser's business practices, disciplinary history, and potential conflicts of interest.
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