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1. Cover Page Brandt Burns, Michelle Burns, Marvel (Isaiah) Cases, Robert Bosch, John (Jay) Lockean, Jordan Tarry, Adam Allied, Michael Pollard, Conner Murray, John (Jack) Strung 12235 Pecos St, Suite

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How to fill out form adv part 2b

01

Fill out personal information section including name, address, and contact information

02

Provide information on the ownership structure of the firm

03

Disclose any disciplinary history or conflicts of interest

04

Include a description of services offered and fees charged

05

List any outside business activities or affiliations

Who needs form adv part 2b?

01

Registered investment advisors are required to fill out form adv part 2b

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What is form adv part 2b?

Form ADV Part 2B is a disclosure document that provides clients with information about the qualifications and business practices of an investment adviser.

Who is required to file form adv part 2b?

Investment advisers registered with the SEC are required to file Form ADV Part 2B.

How to fill out form adv part 2b?

You can fill out Form ADV Part 2B by providing information about your educational background, business practices, conflicts of interest, and other relevant details.

What is the purpose of form adv part 2b?

The purpose of Form ADV Part 2B is to provide clients with important information that will help them make informed decisions about whether to hire an investment adviser.

What information must be reported on form adv part 2b?

Information that must be reported on Form ADV Part 2B includes educational background, business practices, fees, conflicts of interest, and disciplinary information.

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