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Investment Adviser Firm Summary

BINGHAM, OSBORN & SCARBOROUGH LLC (CRD# 110496 / SEC# 801-51641)
Alternate Names: BINGHAM, OSBORN & SCARBOROUGH LLC , B|O|S

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 04/02/1996

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 01/06/2009
California 10/15/1985
Colorado 09/23/2004
Connecticut 03/31/2017
District of Columbia 03/31/2017
Florida 07/17/2008
Illinois 04/03/2006
Massachusetts 06/30/2005
New Hampshire 04/03/2013
New York 10/07/2003
North Carolina 02/07/2008
Ohio 03/29/2001
Oregon 05/30/2003
Texas 05/07/2001
Washington 05/30/2003

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser