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Form ADV Part 2B Brochure Supplement for Daniel A. Logan, CFA CEO & President Effective: March 1, 2022This Brochure Supplement provides information about the background and qualifications of Daniel
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How to fill out this brochure supplement provides
How to fill out this brochure supplement provides
01
Gather all the necessary information about the person or entity the brochure supplement is for.
02
Review the template for the brochure supplement to understand the sections that need to be filled out.
03
Fill in the personal details of the person or entity, including their name, contact information, and background.
04
Provide information about the qualifications, experience, and credentials of the person or entity.
05
Include details about the services or products offered by the person or entity.
06
Check the accuracy and completeness of the information before finalizing the brochure supplement.
Who needs this brochure supplement provides?
01
Financial advisors who are required to provide disclosure information to clients.
02
Investment firms that need to provide supplementary information about their employees.
03
Individuals or entities seeking to provide detailed information about themselves or their services to clients.
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What is this brochure supplement provides?
This brochure supplement provides additional information about a particular investment adviser.
Who is required to file this brochure supplement provides?
Investment advisers registered with the SEC are required to file this brochure supplement.
How to fill out this brochure supplement provides?
The brochure supplement should be filled out by providing accurate and detailed information about the investment adviser.
What is the purpose of this brochure supplement provides?
The purpose of this brochure supplement is to provide clients with important information about the investment adviser's qualifications, services, fees, and conflicts of interest.
What information must be reported on this brochure supplement provides?
The brochure supplement must include information such as the adviser's educational background, business affiliations, disciplinary history, and other relevant details.
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