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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: COMPASS WEALTH MANAGEMENT LLCCRD Number: 106289Annual Amendment All
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The Primary Business Name Compass is a regulatory document that businesses must submit to the appropriate government authority, outlining their primary business name and associated information.
All businesses operating under a specific trade name or brand must file the Primary Business Name Compass to ensure the name is registered and complies with legal requirements.
To fill out the Primary Business Name Compass, businesses must provide their legal business name, the trade name, contact information, business structure, and relevant identification numbers, following the instructions provided by the filing authority.
The purpose of the Primary Business Name Compass is to officially register a business's trade name, ensuring it is recognized legally and to protect the business's identity in the market.
The information that must be reported includes the business's legal name, trade name, address, business type, owner details, and identification numbers like the Tax Identification Number or Employer Identification Number.
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