Series 65 Test Concepts Form ADV 

Thank you for all the content Brian! It was HUGE as I worked through the SIE, 7 and 66! 3 for 3! No way I pass without your summaries and insight. Appreciate all the time you spend putting content out that matters to us test takers!

Thank you Mr. Lee, very well done. It’s finally clear. Thanks again. Textbook is most definitely not clear. New subscriber.

Good video! I take the Series 66 tomorrow. This was a good breakdown of stuff in the book that they stretch out for dozens and dozens of pages. Thanks

Thanks Brian!

This video was so helpful. Thank you!

Thank you !

thank you Brian

Hi Brian for series 66 do I need to remember all component of the form ADV ? Thank you

Brian! I have a quick question - - i have on my notes two different days for the annual adv renewal and am a bit confused. Material changes in ADV- within 120 days of fiscal year end. updated amended form ADV - 90 within fiscal year end. not sure if i messed up on my notes. can you please clarify 🙏🏼

very very helpful! thanks

GREAT content

thank you

My Kaplan book states ADV should be updated no later than 90 days after FYE, not 120.

Excellent; thank you.

excellent

Thank you! A question... A person creating an IA (owner, partner) must register but, do they have to pass an advisory license exam?

Is there a time when a solicitor does NOT have to register as an IAR? I thought there was an exclusion/exception in some cases here.

Mr. Lee what is a C.P.A please