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Investment Adviser Firm Summary

TRU INDEPENDENCE ASSET MANAGEMENT, LLC (CRD# 168256 / SEC# 801-78748)
Alternate Names: ALLIUM FINANCIAL ADVISORS , CHIRON CAPITAL MANAGEMENT , HABER INVESTMENT COUNSEL , JADWIN ASSET MANAGEMENT , JUPITER WEALTH MANAGEMENT , PACES FERRY WEALTH ADVISORS , PURE PORTFOLIOS , SAMARA CAPITAL , TACTICAL ADVISOR 13, LLC , TRU INDEPENDENCE ASSET MANAGEMENT, LLC , TRU INDEPENDENCE, LLC , VALDA , WASHINGTON PARK ADVISORS , YUVA WEALTH PLANNING

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 11/05/2013

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
California 06/13/2014
Colorado 06/15/2018
Idaho 03/31/2017
Nevada 03/31/2018
Oregon 05/05/2014
Texas 03/02/2016
Vermont 03/31/2017
Washington 03/02/2016

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