11/12/25 – Compliance: Annual Registration Renewal, Keeping U4’s and OBA’s Current; Business: Year End Reminders for Brokerage Accounts, CIRStatements Webinar; Presentation: DWA Quarterly Review with Tom and Dave Peri Notes: Click here to download the PDF Compliance: Annual Registration RenewalKeeping your U4 CurrentKeeping your OBA’s Current Business: CLIC Workstation and Indy now LiveYear End Reminders for Brokerage AccountsCIRStatements Webinar Presentation: DWA Quarterly Market Review with Tom and Dave 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Nov You may also like 48:13 09/24/25 – Advanced Tax Strategies with Dunham’s Sal and Ari 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep 45:24 09/17/25 – Grant and Sean from Orion 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep 42:49 09/10/25 – Recording Weekly Connections Call 6views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep 47:30 09/03/25 – Recording Weekly Connections Call 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep 51:30 08/27/25 – Recording Weekly Connections Call 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug 52:45 08/13/25 – Recording Weekly Connections Call 4views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug 57:31 08/06/25 – Recording Weekly Connections Call 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug 54:45 Recording Weekly Connections Call 07/30/25 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 59:11 Recording Weekly Connections Call 07/24/25 5views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 51:36 Recording Weekly Connections Call 07/16/25 with Duncan Advisor Resources (DAR) Life BGA 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul «12345»Page 2 of 5
