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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ALIGNMENT FINANCIAL GROUPCRD Number: 306644Annual Amendment All SectionsRev.

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How to fill out primary business name alignment

01

Determine the primary name of your business.

02

Ensure that the chosen name accurately reflects your business and brand.

03

Check for any existing trademarks or copyrights on the name to avoid legal issues.

04

Fill out the necessary forms or online fields with the primary business name.

05

Double-check the spelling and format of the name to ensure accuracy.

Who needs primary business name alignment?

01

Business owners who are registering a new business entity.

02

Anyone rebranding their business and needing to update their primary name.

03

Companies involved in official business transactions that require accurate business name alignment.

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What is primary business name alignment?

Primary business name alignment refers to the process of ensuring that the business name used on official documents matches the name registered with governing entities, thereby promoting consistency and clarity in identification.

Who is required to file primary business name alignment?

Businesses that operate under a specific registered name are required to file primary business name alignment to ensure compliance with regulatory requirements.

How to fill out primary business name alignment?

To fill out primary business name alignment, businesses need to provide their registered name, any variations used, and confirm discrepancies, ensuring all information matches official records.

What is the purpose of primary business name alignment?

The purpose of primary business name alignment is to streamline business identification, reduce confusion among regulatory bodies and customers, and ensure compliance with legal requirements.

What information must be reported on primary business name alignment?

The information that must be reported includes the legal registered name of the business, any alternative names used, the business address, and the responsible party's contact information.

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