{"id":1260,"date":"2022-05-10T17:57:27","date_gmt":"2022-05-10T17:57:27","guid":{"rendered":"http:\/\/localhost\/?p=1260"},"modified":"2022-05-12T18:02:24","modified_gmt":"2022-05-12T18:02:24","slug":"dbas-knowing-when-to-hold-them-and-fold-them-or-at-least-use-them","status":"publish","type":"post","link":"https:\/\/bdia.pli.edu\/index.php\/2022\/05\/10\/dbas-knowing-when-to-hold-them-and-fold-them-or-at-least-use-them\/","title":{"rendered":"DBA&#8217;s: Knowing when to hold them and fold them . . .or at least use them"},"content":{"rendered":"<p>From <a href=\"https:\/\/www.linkedin.com\/in\/richardlchenesq\/\">Richard Chen<\/a>:<\/p>\n<p>Far too often, I\u2019ve encountered situations where advisors and other business owners do not fully understand their use of a DBA or \u201cdoing business as\u201d trade name, and this can potentially lead to very serious legal risks.<\/p>\n<p>Many advisers utilize a DBA to facilitate their branding, whether they own their own firm or work as an investment adviser representative for another firm. Yet, many advisers fail to understand that a DBA is not a formal legal entity, such as a limited liability company, and the holder of a DBA does not enjoy the same rights as the owner of a formal legal entity (such as limited liability protection) if it is not used properly.<\/p>\n<p><a href=\"https:\/\/www.linkedin.com\/posts\/richardlchenesq_wealthmanagement-rias-investmentadvisers-activity-6929474431958360064-JhPW?utm_source=linkedin_share&amp;utm_medium=member_desktop_web\">Read more here<\/a>.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>From Richard Chen: Far too often, I\u2019ve encountered situations where advisors and other business owners do not fully understand their use of a DBA or \u201cdoing business as\u201d trade name, and this can potentially lead to very serious legal risks. Many advisers utilize a DBA to facilitate their branding, whether they own their own firm &hellip; <a href=\"https:\/\/bdia.pli.edu\/index.php\/2022\/05\/10\/dbas-knowing-when-to-hold-them-and-fold-them-or-at-least-use-them\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">DBA&#8217;s: Knowing when to hold them and fold them . . .or at least use them<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":95,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[23,22],"tags":[],"class_list":["post-1260","post","type-post","status-publish","format-standard","hentry","category-compliance","category-standard-of-care"],"aioseo_notices":[],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/posts\/1260","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/users\/95"}],"replies":[{"embeddable":true,"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/comments?post=1260"}],"version-history":[{"count":0,"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/posts\/1260\/revisions"}],"wp:attachment":[{"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/media?parent=1260"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/categories?post=1260"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bdia.pli.edu\/index.php\/wp-json\/wp\/v2\/tags?post=1260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}