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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SIMPLE WEALTH PLANNING LLCCRD Number: 315190OtherThanAnnual Amendment
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01
Start by deciding on your primary business name.
02
Make sure the name accurately represents your business and the products or services you offer.
03
Check the availability of the name to ensure it is not already in use by another business.
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Include any required suffixes or legal elements, such as LLC or Inc., if applicable.
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Fill out the primary business name section on any relevant forms or applications with the chosen name.

Who needs primary business name simple?

01
Business owners who are registering a new business entity
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Entrepreneurs starting a new business venture
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Individuals incorporating their business
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The primary business name simple is a simplified registration form used by businesses to identify their official name for legal and regulatory purposes.
Typically, any individual or entity that operates a business under a name different from their own legal name is required to file a primary business name simple.
To fill out a primary business name simple, you need to provide your business name, address, type of business, and personal information of the owner, ensuring all fields are accurately completed.
The purpose of the primary business name simple is to officially register a business name, ensuring transparency and legal recognition for the business entity.
The information that must be reported includes the proposed business name, address, owner's name and address, business type, and any relevant business details.
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