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A New KM Cinematic Experience – Form ADV Video Tutorial

August 7, 2010

A video tour of our Form ADV search page.

  • Form ADV is presently submitted through the IARD, not EDGAR
  • A firm managing more than $25 million must register through the SEC. Those managing less than $25 million generally register with their state.
  • Part One: Required. Discloses business and disciplinary history.
  • Part Two: Services, fees, and strategies. Not required by the SEC.
  • knowledgemosaic lets you search more than 30,000 investor adviser registrations.

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