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4128 Innslake Dr.
Glen Allen, VA 23060
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To Disclose or Not to Disclose – Is a PPP Loan “Material?”

Posted on May 26th, 2020 by Lance Whittemore

PPP loans, which are intended to support company payrolls during the COVID-19 shutdown, have been a source of great debate in the Registered Investment Advisor space.  Are they material?  If my RIA applies for and receives a loan, do we have to disclose it as a material event on our Form ADV Part 2A? The… READ MORE

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Mary Catherine Wilck-Pond,Associate Director

Mary Catherine brings over 25 years of brokerage operations management experience to her role as an Associate Director at Oyster Consulting.

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