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4/28/22, 11:16 AM IARD All Sections [Username: lmirabella2021, Org ID: 131556] FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business
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Create an account on the IARD website
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Complete the Form ADV
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Upload any required documents
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Review and submit your application

Who needs online iard - all?

01
Investment advisers
02
Brokers
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Firms that manage assets for clients
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Online IARD - ALL stands for Investment Adviser Registration Depository - All. It is an online system used by investment advisers to register with the Securities and Exchange Commission (SEC) and state securities authorities.
Investment advisers who meet certain criteria set by the SEC or state securities authorities are required to file online IARD - ALL.
To fill out online IARD - ALL, investment advisers need to create an account on the IARD system, complete the necessary forms, provide all required information, and submit the registration.
The purpose of online IARD - ALL is to provide a centralized system for investment advisers to register with regulatory authorities, disclose information about their business, and comply with registration requirements.
Investment advisers must report information about their business structure, ownership, employees, compensation, services offered, regulatory history, and any conflicts of interest on online IARD - ALL.
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