Independent investment advisory practice, one person: research and client records

Research and client records from a one-person independent investment advisory practice in the United States. Which records it holds, and over how many years, is being confirmed.

Research and client records of an independent investment advisory practice · United States

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Team: 1 person
Typical data: Research, clients
Region: United States
History: To confirm

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Non-exclusive license for the uses named in it: training, evals or agent environments.
Training permission doesn’t include public release, resale or sublicensing of the raw data.
No attempts to re-identify people, customers or the seller.
Raw data is deleted at the end of the term; models already trained may remain, as the license sets out.

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SMD-79074 · Last reviewed Nov 4, 2026