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3/22/24, 4:10 PMIARD All Sections [User Name: sdragon4sendero, OrgID: 145594] FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business

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Individuals or firms who are registered as investment advisers with the SEC and are located in Appomattox need Form ADV - Appomattox

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What is form adv - appomattox?

Form ADV - Appomattox is a form required to be filed by investment advisers with the Securities and Exchange Commission (SEC) in certain circumstances.

Who is required to file form adv - appomattox?

Investment advisers who are registered with the SEC or have assets under management above certain thresholds are required to file Form ADV - Appomattox.

How to fill out form adv - appomattox?

Form ADV - Appomattox can be filled out electronically through the SEC's Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv - appomattox?

The purpose of Form ADV - Appomattox is to provide the SEC and investors with key information about an investment adviser's business, ownership, clients, and potential conflicts of interest.

What information must be reported on form adv - appomattox?

Form ADV - Appomattox requires information about an adviser's business practices, fees, disciplinary history, and conflicts of interest, among other things.

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