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ACKNOWLEDGEMENT OF RECEIPT OF FORM ADV PART 2A DISCLOSURE BROCHURE & PRIVACY NOTICE/We acknowledge receipt of John G. Pullman & Associates, Inc.s Form ADV, Part 2A Brochure and Privacy Notice. I/We
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The ADV-2A Disclosure Statement is a document required by the Securities and Exchange Commission (SEC) that provides information about a registered investment adviser and its business practices, conflicts of interest, and other critical information.
Registered investment advisers who are providing investment advice to clients are required to file the ADV-2A Disclosure Statement with the SEC.
To fill out the ADV-2A Disclosure Statement, advisers must provide accurate and detailed information about their services, fees, investment strategies, and any disciplinary history. The form can typically be filled out online via the SEC's IARD system.
The purpose of the ADV-2A Disclosure Statement is to inform clients about the adviser’s business, including services offered, fees, and any potential conflicts of interest, ensuring transparency and helping clients make informed decisions.
The ADV-2A must report information including the adviser's business background, ownership, types of advisory services offered, fee schedule, disciplinary history, and any other information relevant to the adviser’s operations.
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