New Location of Books and Records
If you are a firm principal, Chief Compliance Officer or another person in the firm authorized or delegated, use this page to report to us a new location where books and records are, or will be, located.
The information entered corresponds to regulatory reporting on Form ADV Part 1.
After submission, your responses are reviewed. We will contact you if we need additional information about your responses. Additionally, any documents that need updating will be updated.