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ITEM 1: FORM ADV PART 2B BROCHURE SUPPLEMENT ___DB Wealth Management Group, Form ADV Part 2B Individual Disclosure Brochure For Investment Advisor RepresentativeMICHAEL KEVIN DONAHUE (Individual CRD

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How to fill out item 1 form adv

01

Start by visiting the SEC website and locating the Form ADV.

02

Review the instructions provided by the SEC for filling out the form.

03

Clearly fill in all the required information in Item 1, including details about the investment adviser, such as name, address, and contact information.

04

Double-check the form for accuracy and completeness before submitting it to the SEC.

Who needs item 1 form adv?

01

Investment advisers registered with the SEC are required to fill out Item 1 Form ADV.

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What is item 1 form adv?

Item 1 of Form ADV is a section of the form that requires investment advisors to provide general information about their firm, such as its name, address, business activities, ownership structure, and other basic details.

Who is required to file item 1 form adv?

Investment advisors who are registered with the Securities and Exchange Commission (SEC) are required to file Item 1 of Form ADV.

How to fill out item 1 form adv?

Item 1 of Form ADV can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisors must provide accurate and up-to-date information about their firm.

What is the purpose of item 1 form adv?

The purpose of Item 1 of Form ADV is to provide basic information about the investment advisor to regulators, clients, and potential clients.

What information must be reported on item 1 form adv?

Information that must be reported on Item 1 of Form ADV includes the advisor's name, address, number of clients, assets under management, and other details about the firm's business.

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