NASAA Series 63Regulation of Broker-Dealers and AgentsEasy

A broker-dealer's registration application in State A becomes effective on July 1st. According to the Uniform Securities Act, when will this registration typically expire if not renewed?

  1. AOne year from the effective date, July 1st of the following year.
  2. BDecember 31st of the following year.
  3. CDecember 31st of the current year.
  4. DTwo years from the effective date, July 1st two years later.
Show answer & explanation

Correct answer: C. December 31st of the current year.

Under the Uniform Securities Act, all registrations for broker-dealers, agents, investment advisers, and investment adviser representatives expire annually on December 31st, regardless of the effective date.

Why the other options are wrong

  • A. Registration is not effective for a full year from the effective date; it aligns with the calendar year.
  • B. Registrations expire in the current year, not the following year, even if effective late in the year.
  • D. Registration is annual, not biennial.

Annual Registration Expiration

Under the Uniform Securities Act, all registrations for broker-dealers, agents, investment advisers, and investment adviser representatives expire annually on December 31st.

  • Applies to all registrants.
  • Fixed expiration date: December 31st.
  • Renewal is required to continue registration past this date.

Memory trick: Registration is like a calendar year, always ending on the last day of December.

More Regulation of Broker-Dealers and Agents questions