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SIE: Regulatory Framework
SIE practice questionmediumForm U4 Amendments

A registered representative moves to a new home address. Within how many days must the Form U4 be updated?

  1. A60 days
  2. BNo update is required for a residential address change
  3. C30 days✓ Correct answer
  4. D10 days
Explanation

Why C30 days

Form U4 must be updated within 30 days for changes to information such as residential address, outside business activities, and other non-disclosure items. For more material events — such as criminal charges, regulatory actions, customer complaints, or financial disclosures like bankruptcies and judgments — the U4 must be amended within 10 days. The distinction between the 10-day and 30-day windows is important for the SIE exam: disciplinary/legal events require faster disclosure.

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