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UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS
Primary Business Name: CUSTOM PORTFOLIO GROUP CRD Number: 154876Annual Amendment All Sections
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How to fill out primary business name custom

How to fill out primary business name custom
01
Identify the primary name of your business
02
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Individuals or businesses looking to distinguish themselves from competitors
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What is primary business name custom?
The primary business name custom refers to the official name under which a business operates and is recognized. It is often required for legal and branding purposes.
Who is required to file primary business name custom?
Any business entity, including sole proprietorships, partnerships, and corporations, that wishes to operate under a name different from their legal name is required to file a primary business name custom.
How to fill out primary business name custom?
To fill out a primary business name custom, businesses typically need to complete a specific application form provided by their state or local business registry. This includes providing information about the business, the desired name, and the owner(s) details.
What is the purpose of primary business name custom?
The purpose of the primary business name custom is to legally register the name under which a business operates, ensuring clarity for consumers and protecting the business's brand identity.
What information must be reported on primary business name custom?
The information that must be reported typically includes the business name, the business type, the ownership structure, the principal place of business, and contact information for the owner(s).
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