Legal

Disclaimer

Version 2026-09-22.v3 · Effective September 22, 2026

In short
AdvPulse is an independent company. Everything it provides, in the app, on the public adviser search, and through the ChatGPT plugin, is informational only, may be inaccurate, and must be independently verified. It is not financial, legal, or investment advice.

Not affiliated with the government or the SEC

AdvPulse is an independent company. It is not associated with, sponsored by, endorsed by, or authorized by the United States government, the U.S. Securities and Exchange Commission, or any other government agency. We draw on publicly available government filings, but no affiliation or endorsement should be inferred.

Not financial advisors; no advice

AdvPulse is not a financial advisor, broker-dealer, investment adviser, law firm, or accounting firm, and we do not provide financial, legal, investment, tax, or other professional advice. Nothing provided through the Service is a recommendation to buy, sell, or hold any security, to enter into any transaction, or to hire or not to hire any adviser. Everything the Service provides is for informational purposes only.

Public filing data

The public adviser search and the ChatGPT plugin show information from the filings that investment advisers make with the SEC, from filings as of a past date rather than live. We show what the filings say and do not verify it; a filing can be incomplete, out of date, or wrong, and our processing can introduce errors. Where we show whether a firm reports disclosures, that is the firm’s own answer on its filing, not our assessment; the details are in the firm’s record on the SEC’s Investment Adviser Public Disclosure website (adviserinfo.sec.gov). In ChatGPT, the answer you read is written by ChatGPT, not by AdvPulse, and can misstate what our tools returned. Check the SEC’s record before you rely on anything.

This section was added on October 4, 2026.

AI outputs may be inaccurate

The Service uses artificial intelligence to generate summaries and other outputs. These outputs may be incomplete, out of date, or wrong. You are responsible for independently verifying any information before you rely on or act on it.

Match scores and signals are informational

Match scores, rankings, and similar signals produced by the Service are informational indicators only. They are not advice, endorsements, guarantees, or assurances of any outcome, and should not be treated as the sole basis for any decision.