Failure to amend your Form ADV or file Form ADV-W, as required by this instruction, is a violation of SEC rules and could lead to your registration being revoked.

This term includes clients from which your firm receives no compensation, such as family members of your supervised persons. If your firm also provides other services (e.g., accounting services), this …

Until the SEC declares your new registration effective, you may rely on the registration of the adviser you are acquiring, but only if the adviser you are acquiring is no longer conducting advisory activities.

Services previously approved by UnitedHealthcare for dates of service starting Jan. 1, 2026 and after, will be transitioned to WellMed. No further action needed on previously approved services.

ur doctor is out-of-network: • Your plan might not cover the visit. or • You may have higher out-of-pocket costs if you stay with Humana. Some Medicare Advantage PPO plans allow you to see out-of-netw. …

Failure to amend your Form ADV or file Form ADV-W, as required by this instruction, is a violation of SEC rules and could lead to your registration being revoked.

Failure to amend your Form ADV or file Form ADV-W, as required by this instruction, is a violation of SEC rules and could lead to your registration being revoked.