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9/16/25, 10:44 AMIARDAll Sections [User Name: bcarlis675, OrgID: 171346]FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name:
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01
Gather required information: Collect details such as the name of the LLC, the address, and the names of the members/owners.
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Choose a registered agent: Specify an individual or business that will receive legal documents on behalf of the LLC.
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Prepare an Operating Agreement: Draft a document that outlines the ownership and operational procedures of the LLC.
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Fill out the application form: Complete the necessary forms provided by the state for forming an LLC.
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Pay the filing fee: Submit the application along with the required fee to the appropriate state authority.
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Obtain an EIN: Apply for an Employer Identification Number from the IRS for tax purposes.
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Comply with additional regulations: Research and adhere to any state or local licensing requirements.

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Destiny Wealth Partners LLC is a financial services firm that typically offers investment management, financial planning, and wealth advisory services to individuals and businesses.
Individuals who are owners or members of Destiny Wealth Partners LLC are typically required to file relevant paperwork, including tax forms, depending on their jurisdiction and the LLC's structure.
To fill out the forms for Destiny Wealth Partners LLC, you need to provide relevant information including the business name, registered agent, member details, and any financial data required by the state or federal government.
The purpose of Destiny Wealth Partners LLC is to provide comprehensive financial services aimed at helping clients achieve their financial goals through investment strategies, financial planning, and wealth management.
Information that must be reported includes the LLC's formation documents, ownership structure, financial performance, and any relevant tax information required by state and federal authorities.
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