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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BT WEALTH MANAGEMENT, LLC CRD Number: 147729Annual Amendment All Sections

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What is crd number 147729?

CRD number 147729 refers to a specific identifier used in regulatory contexts, such as for registered investment professionals, to track and manage filings.

Who is required to file crd number 147729?

Individuals or firms that are registered with the relevant financial regulatory authority and need to report their information must file CRD number 147729.

How to fill out crd number 147729?

To fill out CRD number 147729, individuals must provide personal and professional details, including their registration status, business activities, and compliance information, via the appropriate online filing platform.

What is the purpose of crd number 147729?

The purpose of CRD number 147729 is to ensure regulatory oversight and maintain a centralized record of registered individuals and firms in the financial services industry.

What information must be reported on crd number 147729?

Information that must be reported includes personal identification details, employment history, licensing information, and any disclosures regarding regulatory actions or disputes.

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