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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ATS WEALTH MANAGEMENT CRD Number: 137705Annual Amendment All Sections
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How to fill out iapd - investment adviser
How to fill out iapd - investment adviser
01
Visit the IAPD website at https://adviserinfo.sec.gov/Iapd/Content/Search/iapd_Search.aspx
02
Enter the name or registration number of the investment adviser you are looking to fill out the information for
03
Review the information provided on the investment adviser including their registration status, contact information, and regulatory history
04
Click on the 'Additional Information' tab to view additional details about the investment adviser
05
Use the 'Print Information' button to generate a printable report of the investment adviser's information
Who needs iapd - investment adviser?
01
Individuals or organizations seeking to research and verify the registration and background information of an investment adviser
02
Regulatory authorities or compliance departments ensuring regulatory compliance of investment advisers
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What is iapd - investment adviser?
IAPD stands for Investment Adviser Public Disclosure and it is a reporting system that collects data on investment adviser firms.
Who is required to file iapd - investment adviser?
All registered investment adviser firms are required to file IAPD.
How to fill out iapd - investment adviser?
IAPD can be filled out online through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of iapd - investment adviser?
The purpose of IAPD is to provide transparency and disclosure about investment adviser firms to the public.
What information must be reported on iapd - investment adviser?
Information such as business activities, fees, conflicts of interest, disciplinary history, and more must be reported on IAPD.
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