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Investment Adviser Firm Summary
DENTIST ADVISORS ( CRD # 149559/SEC#:801-114782 )
AQUIRE ADVISORS, NAME 808, DENTIST ADVISORS, AQUIRE WEALTH ADVISORS, LLC
View latest Form ADV filedPart 2 BrochuresPart 3 Relationship Summary

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved3/4/2019
ArizonaTerminated3/25/2019
ColoradoTerminated4/4/2019
IdahoTerminated3/27/2019
LouisianaTerminated3/25/2019
NevadaTerminated4/25/2019
OklahomaTerminated3/25/2019
UtahTerminated3/25/2019
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.

JURISDICTIONEFFECTIVE DATE
Alabama11/15/2022
Arizona5/16/2019
Arkansas6/2/2021
California5/20/2019
Colorado3/4/2019
Florida5/20/2019
Georgia2/28/2023
Idaho5/16/2019
Illinois10/15/2019
Kansas5/19/2023
Kentucky10/22/2024
Louisiana5/16/2019
Maryland6/2/2021
Massachusetts11/15/2022
Minnesota1/6/2021
Missouri9/4/2020
Montana9/30/2021
Nebraska7/25/2019
Nevada6/3/2019
New Hampshire4/18/2023
New Jersey11/4/2019
New York5/20/2019
North Carolina11/19/2021
Oklahoma5/16/2019
Oregon11/15/2022
Pennsylvania4/14/2020
South Carolina6/2/2021
South Dakota11/19/2021
Tennessee6/2/2021
Texas5/20/2019
Utah3/4/2019
Virginia4/14/2020
Washington5/20/2019
Wisconsin4/14/2020
Wyoming5/19/2023
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
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.