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Item 1: Cover Page Form ADV Part 2B: Brochure Supplement Richard F

Item 1: Cover Page Form ADV Part 2B: Brochure Supplement Richard F 2025

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The document is a Brochure Supplement for Richard F. Dunn Jr., an Investment Adviser Representative at AdvisorNet Wealth Management. It provides details about his educational background, professional experience, and qualifications, including his AAMS® designation. The supplement confirms that there are no disciplinary actions against him and outlines his role as President of the White Bear Avenue Business Association. It also states that he does not receive additional compensation beyond advisory fees from AdvisorNet. The document emphasizes the firm's supervision of its advisers and provides contact information for compliance inquiries.

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What ADV means?

Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities. The form consists of two parts, both of which are available to the public on the SECs Investment Adviser Public Disclosure (IAPD) website.

What does ADV stand for in form ADV?

The brochure rule is a requirement under the Investment Advisers Act of 1940 that requires investment advisors to provide a written disclosure statement to their clients.

What is part 2 of the ADV form?

Part 2 of Form ADV consists of a series of items that contain disclosure requirements for your firms brochure and any required supplements. The items require narrative responses. You must respond to each item in Part 2.

What is the ADV Part 2B brochure supplement?

Part 2B of Form ADV consists of six items, including: Educational background and business experience The brochure supplement must describe the supervised individuals formal education after high school and his or her business experience for the past five years.

What is an ADV application?

Form ADV serves as a registration document that must be submitted to the SEC and to state securities authorities. Filers must include identifying information and information about assets under management and investment fee structures among other information on SEC Form ADV.

What does adv mean in form adv?

Form ADV is shorthand for the forms official, tongue-twister name: the Uniform Application for Investment Advisor Registration and Report by Exempt Reporting Advisor. Implemented by the Securities and Exchange Commission (SEC), its reviewed and overseen by the North American Securities Administrators Association (

Item 1: Cover Page Form ADV Part 2B: Brochure Supplement Richard F 2025

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