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3.NFDLRHH0620Form CRS Relationship Summary June 30, 2020, Dempsey Lord Smith, LLC (DLS) is a broker dealer and an investment advisor registered with the Securities and Exchange Commission (SEC) and

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What is june 30 form crs?

June 30 Form CRS is a form that certain investment advisers registered with the Securities and Exchange Commission (SEC) are required to file annually.

Who is required to file june 30 form crs?

Investment advisers registered with the SEC who are subject to Form CRS requirements are required to file June 30 Form CRS.

How to fill out june 30 form crs?

June 30 Form CRS can be filled out electronically through the SEC's EDGAR system.

What is the purpose of june 30 form crs?

The purpose of June 30 Form CRS is to provide retail investors with simple and easy to understand information about their relationship with their investment adviser.

What information must be reported on june 30 form crs?

June 30 Form CRS must include information about the services offered, fees charged, conflicts of interest, disciplinary history, and other important information.

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