🏦LTB
Series 63: Regulation of Investment Advisers
Series 63 practice questionmediumInvestment Adviser Representatives — Termination Procedures

On a final review set, the question is presented in this context. Read it as a Uniform Securities Act issue rather than a federal-law issue. If an investment adviser representative (IAR) of a state-registered IA is terminated, who must notify the Administrator under the Uniform Securities Act?

  1. AOnly the investment adviser representative.
  2. BBoth the investment adviser and the investment adviser representative.
  3. CNeither party; the Administrator is notified automatically.
  4. DOnly the investment adviser.✓ Correct answer
Explanation

Why DOnly the investment adviser.

For state-registered firms, the employing investment adviser is responsible for notifying the Administrator when an IAR's association ends (USA Section 405(a)). The extra setup is just noise; the controlling state-law rule stays the same.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 646+ Series 63 questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Regulation of Investment Advisers questions