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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: VENN WEALTH & BENEFIT SERVICES, LLC CRD Number: 129865Annual Amendment
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01
Gather all necessary information including personal details, business information, financials, and other required disclosures.
02
Fill out each section of Form ADV accurately and completely.
03
Ensure all information provided is current and up-to-date.
04
Review the completed Form ADV for any errors or missing information.
05
Submit the filled out Form ADV to the appropriate regulatory body or organization.
Who needs form adv - responsible?
01
Investment advisors and firms registered with the SEC or state securities authorities are required to fill out Form ADV - responsible.
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What is form adv - responsible?
Form ADV is a document that investment advisors must file with the SEC.
Who is required to file form adv - responsible?
Investment advisors registered with the SEC are required to file Form ADV.
How to fill out form adv - responsible?
Form ADV can be filled out electronically on the SEC's Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv - responsible?
The purpose of Form ADV is to provide the SEC and clients with information about an investment advisor's business practices.
What information must be reported on form adv - responsible?
Information such as the advisor's services, fees, conflicts of interest, and disciplinary history must be reported on Form ADV.
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