| Status | Task | Owner | Due | Effort | Blocked by |
|---|---|---|---|---|---|
| In progress | File Form ADV amendment reflecting acquisition | Naomi Ferrante | 08/21/26 | 3 | — |
| In progress | Transfer IAR registrations via IARD/CRD | Naomi Ferrante | 09/04/26 | 4 | — |
| Not started | Update ADV Part 2B brochure supplements | Naomi Ferrante | 09/15/26 | 2 | — |
| Not started | Harmonize compliance manual and code of ethics attestations | Naomi Ferrante | 09/25/26 | 5 | — |