The purpose of the form ADV Part 2B is to offer insight specific to the education and background of each individual advisor.

All registered Reps should have an ADV2B and each Rep should review theirs periodically to make sure it’s up to date.

Here’s the current filing list:

[check ADV2B list]

Create or update yours!

[ADV2B - builder]

Now that you have an ADV2B, let’s file it

[ADV2B - file]