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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SUMMIT WEALTH MANAGEMENT CRD Number: 318361Annual Amendment All Sections
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What is primary business name summit?
Primary business name summit refers to the official name of the business entity.
Who is required to file primary business name summit?
All business entities are required to file their primary business name summit.
How to fill out primary business name summit?
Primary business name summit can be filled out online or by submitting a form with the relevant information.
What is the purpose of primary business name summit?
The purpose of primary business name summit is to officially register the name under which the business operates.
What information must be reported on primary business name summit?
The primary business name summit must include the legal name of the business, any trade names or DBAs, and the business entity type.
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