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SECURITIES AND EXCHANGE COMMISSIONFORM 13FHR/A Initial quarterly Form 13F holdings report filed by institutional managers [amend]Filing Date: 20200819 | Period of Report: 20200630 SEC Accession No.
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Laidlaw Wealth Management LLC is a financial advisory firm that offers various investment and wealth management services to its clients.
Typically, owners, partners, or members of the LLC, as well as any authorized representatives, are required to file on behalf of Laidlaw Wealth Management LLC.
To fill out for Laidlaw Wealth Management LLC, you need to gather necessary financial documents, complete the required forms provided by state regulatory agencies, and provide accurate information regarding the business and its members.
The purpose of Laidlaw Wealth Management LLC is to provide personalized financial planning, investment advisory services, and wealth management strategies to individuals and businesses.
Information such as the business name, address, member details, financial performance, and tax-related data must be reported for Laidlaw Wealth Management LLC.
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