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Federally Covered Advisers – State Notice Filings and Investment Adviser Representative Registration Concerns under COVID-19

In light of the COVID-19 pandemic, many federally registered investment advisers have moved to temporary remote working arrangements. As a result of these temporary offices, advisers are faced with registration and licensing...more

2020 Annual Compliance Obligation Reminders

Investment advisers registered with the U.S. Securities and Exchange Commission (SEC) or with a state, as well as commodity pool operators and commodity trading advisors registered with the U.S. Commodity Futures Trading...more

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