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Articles Posted in SEC Division of Investment Management

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New Wyoming Investment Adviser Registration Law Impacts SEC Registration Requirements

The State of Wyoming recently enacted a statute that requires most investment advisers doing business in the state, and investment adviser representatives of those advisers, to register.  The law subjects the state law registrants to examination in Wyoming by the Secretary of State. Investment advisers who do not have a…

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RIA Switch for Mid-Sized Advisers Delayed by SEC

According to a recent letter addressed to the North American Securities Administrators Association (NASAA) from Robert Plaze, Associate Director for Regulation of the SEC’s Division of Investment Management, a switch in regulators for advisers who manage between $25 million and $100 million in assets that was supposed to start occurring…

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