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Nexus338, LLC Client Relationship SummaryINTRODUCTION Nexus338, LLC (our, we, or us) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC\"). Brokerage and investment
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Obtain the form CRS - Nexus from the appropriate government website or agency.
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Read the instructions carefully to understand the requirements.
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Fill in the personal identification information such as name, address, and identification number.
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Provide details about your business activities, including services offered and locations.
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Indicate the relevant tax jurisdictions and any applicable tax identification numbers.
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Form CRS - Nexus is a regulatory document used to determine the nexus of a business in relation to state tax obligations.
Businesses that have a significant presence or nexus in a state, which may subject them to state taxation, are required to file Form CRS - Nexus.
To fill out Form CRS - Nexus, businesses must provide accurate information regarding their business activities, locations, and the nature of their nexus in the state.
The purpose of Form CRS - Nexus is to collect information that helps state tax authorities assess whether a business should be subject to state taxes based on its nexus.
Information typically required on Form CRS - Nexus includes business name, address, type of business activity, number of employees, and details of physical presence in the state.
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