Jonathan Forman Discusses Form ADV Part 1 in Virtual Course

News / July 29, 2020

Partner Jonathan Forman will be a speaker for a virtual course presented on August 6, 2020, by NRS, a compliance services provider for investment services companies. The course is “Form ADV Part 1: Annual Updating Amendment & More” and will provide a detailed overview of Form ADV Part 1, Schedule D, and applicable Form ADV Part 1 Instructions, and offer insight into Annual Amendment filing requirements, appreciate the meaning of certain key words and terms, and avoid making common mistakes. This course is part of the NRS East Coast Investment Adviser Core Compliance Program Symposium.

More information.

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