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Primary business name Legal name Doing business as names City and state Registration type or status Registration date Regulatory assets under management Compensation arrangements (Item 5.E) Advisory activities (Item 5.G) Client types (Item 5.D) Wrap fee participation Employees States registered or notice-filed Disclosure count (Item 11) Websites listed on Form ADV Fees or account minimum (from the firm's brochure) Metro area assignment Page address (slug) Duplicate listing Something else

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