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June 2019Disclosure BrochureForm ADV Disclosure Brochure January 1, 2023, Office Location: 1523 Elizabeth Ave. Suite 210 Charlotte, NC 28204 (866) 6868462 www.yellowwoodwealth.comThis brochure provides

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What is this brochure provides information?

This brochure provides information regarding the latest updates on our products and services.

Who is required to file this brochure provides information?

All employees in the sales department are required to fill out this brochure.

How to fill out this brochure provides information?

Employees can fill out this brochure by providing details on their sales activities and achievements.

What is the purpose of this brochure provides information?

The purpose of this brochure is to keep track of sales performance and communicate updates within the department.

What information must be reported on this brochure provides information?

Employees must report their sales numbers, client interactions, and any feedback received.

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