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Series 63: Remedies & Administrative Provisions
Series 63 practice questioneasyAdministrator Powers — Insolvency

During a registration workshop, the instructor adds this setup first. Prioritize the registration trigger and ignore irrelevant noise. Under the USA, the insolvency of which of the following is grounds for denial or revocation of registration?

  1. AAn agent
  2. BA broker-dealer or investment adviser✓ Correct answer
  3. CA client of the broker-dealer
  4. DAn issuer of exempt securities
Explanation

Why BA broker-dealer or investment adviser

Under USA Section 204(a)(2)(H), insolvency is a ground for denial or revocation of the registration of a broker-dealer or investment adviser because they hold client funds and assets. Insolvency of an agent (who does not hold customer funds independently) is not separately addressed as a ground. The governing USA principle is unchanged even though the framing is different.

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