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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MENTOR WEALTH MANAGEMENT CRD Number: 150912OtherThanAnnual Amendment
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Research and identify potential mentors who have experience in your industry
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The primary business name mentor is a designated individual or entity that guides and oversees the registration and management of a business's primary operating name within a relevant governmental or regulatory framework.
Typically, any business entity operating under a name different from its legal name or a sole proprietorship using a trade name is required to file with the primary business name mentor.
To fill out the primary business name mentor, businesses must complete a form that usually includes information such as the business's legal name, the desired business name, the nature of the business, and contact information, followed by submission to the appropriate authority.
The purpose of the primary business name mentor is to ensure that all business names are registered officially to prevent fraud, protect consumers, and provide a public record of businesses operating within a jurisdiction.
Information typically required includes the legal name of the business, the proposed business name, the business address, the type of business entity, and the names of the owners or directors.
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