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Item 1: Cover Waveform ADV Part 2B: Brochure SupplementTrever T. Christian, AIF, CPC, PPC, ROSA Investment Adviser Representative 600 Linwood Avenue North Oakdale, MN 55128 Telephone 651.797.3532AdvisorNet

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How to fill out form adv part 2b

01

Gather all the necessary information required to complete form ADV part 2B.

02

Fill in the section for identifying information, including the name of the investment advisor and the date of the brochure.

03

Provide information about the educational background and business experience of the advisor.

04

Include details about the services provided by the investment advisor.

05

Disclose any conflicts of interest that may exist.

06

Complete the section on disciplinary information, if applicable.

07

Review the completed form for accuracy and completeness before submitting it.

Who needs form adv part 2b?

01

Investment advisors registered with the Securities and Exchange Commission (SEC) need form ADV part 2B.

02

This form is required by the SEC for disclosure to clients and prospective clients.

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What is form adv part 2b?

Form ADV Part 2B is a disclosure document that provides clients with information about the qualifications and business practices of an investment adviser.

Who is required to file form adv part 2b?

Investment advisers registered with the SEC are required to file Form ADV Part 2B.

How to fill out form adv part 2b?

Form ADV Part 2B can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2b?

The purpose of Form ADV Part 2B is to provide clients with important information about an investment adviser, including its services, fees, and potential conflicts of interests.

What information must be reported on form adv part 2b?

Form ADV Part 2B requires the disclosure of information such as the adviser's services, fees, disciplinary history, and conflicts of interest.

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