Annual Updating Amendment

Partner with NRS and our compliance professionals to ensure the timely and accurate filing of your Form ADV annual updating amendment and payment of annual renewal fees for your firm.

The Annual Updating Amendment Service provides support at two critical times during the year and includes:

Assistance with the annual IARD renewal of state registrations or notice filings for your firm and its investment adviser representatives during the IARD Renewal Program from November-January

Assistance with filing the annual updating amendment to Form ADV within 90 days after your fiscal year end.