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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: FLUTE WEALTH MANAGEMENT CRD Number: 126619Annual Amendment All Sections
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Any individual or organization that requires a unique identification number for record keeping purposes may need CRD number 126619.
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CRD number 126619 is a unique identifier assigned to a financial services professional registered with FINRA or the SEC.
The individual associated with CRD number 126619, such as a broker or investment adviser, is required to file the necessary forms and updates with regulatory authorities.
To fill out CRD number 126619, the individual must provide accurate and up-to-date information about their employment history, qualifications, and any disciplinary actions.
The purpose of CRD number 126619 is to maintain a comprehensive database of information about financial services professionals for regulatory and investor protection purposes.
Information reported on CRD number 126619 may include employment history, regulatory disclosures, examination results, and any customer complaints.
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