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10 events found.

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  • March 2026

  • Tue 31

    Annual Reports Due

    March 31
  • Tue 31

    Form MA Filing (FYE 12/31)

    March 31
  • April 2026

  • Wed 1

    First Day to File Form G-37 for Quarter Ending March 31

    April 1 @ 12:00 am - April 2 @ 12:00 am
  • Thu 2

    FINRA 3130 Certification

    April 2 @ 9:00 am

    Annual supervisory controls testing and CEO Certification is due! Report to Board of Directors due within 45 days of execution.

  • Wed 15

    4530/Customer Complaint Quarterly Reporting

    April 15

    If the due date falls on a weekend or holiday then it is due on the first business day.

  • Wed 15

    FINRA 4530 Complaint Filing

    April 15 @ 9:00 am - 11:30 pm

    Quarterly filings are due today.

  • Thu 30

    Rule A-11 Annual Municipal Advisor Fee Due

    April 30 @ 12:00 am - May 1 @ 12:00 am
  • Thu 30

    Last Day to File Form G-37 for Quarter Ending March 31

    April 30 @ 12:00 am - May 1 @ 12:00 am
  • May 2026

  • Fri 1

    Deadline for Comments on Regulatory Notice 26-06

    May 1

    FINRA Requests Comment on Modernizing FINRA Arbitration Rules, Guidance and Processes
    Learn more: https://www.finra.org/rules-guidance/notices/26-06
    This information is provided as a convenience to firms and may not be a complete listing of all of a firm'sregulatory and compliance filing requirements. Firms must do their own due diligence to ensure that they comply with all of their regulatory and filing requirements and their reliance on this report does not create a safe harbor from a firm's regulatory responsibilities.

  • Fri 1

    529 Underwriting Assessment Invoiced

    May 1 @ 12:00 am - May 2 @ 12:00 am
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Tel: (561) 368-2245
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