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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: AGGREGATE FINANCIAL SERVICES, INC.CRD Number: 324945OtherThanAnnual
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Gather all the necessary information such as business name, address, phone number, website URL, and nature of the business.
02
Locate the appropriate form or online platform for submitting the primary business name aggregate.
03
Enter the business name exactly as registered with the appropriate authorities.
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Provide the requested contact information accurately to ensure proper communication.
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Who needs primary business name aggregate?

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Business owners who want to ensure their registered business name is accurately reflected in public records.
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Government agencies or regulatory bodies that require accurate business name information for official documentation.
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Consumers or potential business partners who need to verify the legitimacy of a business entity.
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The primary business name aggregate refers to a comprehensive listing of all the business names associated with a particular entity, which is used for registration and identification purposes.
Entities such as corporations, LLCs, and partnerships that operate under a business name different from their legal name are required to file a primary business name aggregate.
To fill out the primary business name aggregate, the entity must provide details such as legal business name, any assumed or trade names, and other relevant identifying information, usually on a designated form.
The purpose of the primary business name aggregate is to ensure transparency and proper identification of businesses operating under various names to regulatory bodies, customers, and the general public.
The information that must be reported includes the legal business name, all assumed names, business address, and the type of business entity.
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