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See Form ADV General Instruction 4. FORM ADV (Part 2) – Part 2 of Form ADV must be completed in its entirety and filed directly with IARD. If you are filing an Instruction 2 of the Instructions for Part 2A of Form. ADV reminds advisers that as fiduciaries, they have ongoing obligations to inform clients of material Part 2 also should include management background—their educational history and business experiences. These bios should extend to key advisory personnel, as wellThe requirements in Part 2A apply to all investment advisers registered with or applying for registration with the SEC, but do not apply to exempt reporting. FORM ADV PART 2B: BROCHURE SUPPLEMENT LICENSING REVIEW SUMMARY Y/N/NA NOTES a wrap fee program brochure) Instructions for Part 2A Appendix 1 of Form ADV PART 2: Uniform Requirements for the Investment Adviser Brochure and Brochure Supplements. General Instructions for Part 2 of Form ADV. Material Relationships Maintained by this Advisory Business or Management Persons With Issuers of Securities . Page 4. Part 2A of Form ADV: Firm Brochure. Item Every application for registration must include a narrative brochure prepared in accordance with the requirements of Part 2A of Form ADV. See Advisers Act Rule Form ADV Part 2 (IARD System Instructions) Under Securities and Exchange Commission (SEC) and similar state rules, investment adviser firms are required to

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