The following are frequently asked questions by investment adviser firms regarding the annual renewal of the registration and notice filings of investment adviser firms and investment adviser representatives via the IARD and CRD systems.  The answers are general in nature and do not cover all aspects or scenarios related to IARD renewals.  Please refer to the instructions by the IARD system and your state securities regulator for definitive guidance.  An investment adviser firm should also understand that IARD renewal deadlines vary from year to year, and an investment adviser firm should refer to the IARD renewal calendar published by IARD.com for the deadline in a particular year.

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