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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: THE PUTNEY FINANCIAL GROUP LLCCRD Number: 111639OtherThanAnnual Amendment
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The Form Putney Financial Group is a specific reporting document used by individuals and organizations to disclose financial information related to their transactions and activities involving Putney Financial Group.
Individuals and businesses that have engaged in financial transactions with Putney Financial Group or have financial interests in the entity are required to file the form.
To fill out the Form Putney Financial Group, individuals must provide accurate information regarding their financial activities, including income, expenses, and accounts related to Putney Financial Group, ensuring all sections of the form are completed as per the guidelines.
The purpose of the Form Putney Financial Group is to ensure transparency and compliance with financial regulations by collecting data on financial transactions and relationships with the organization.
The form typically requires reporting information such as personal identifying details, financial transaction amounts, dates of transactions, and types of services or products engaged with Putney Financial Group.
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