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Q1 Newsletter: AI, Broker Dealer Registration Requirements, & Excel Power Query

Our newest issue explores:
• AI's Impact on the Industry: Uncover the regulatory considerations surrounding AI in financial services.
• Broker-Dealer Registration Requirements: Stay up-to-date on essential broker-dealer registration requirements.
• Excel Power Query Efficiency: Discover powerful tips for streamlining data analysis with Excel Power Query.
• Employee Spotlight: Meet Daryn S. Levesque!

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