The Form ADV 2B is a disclosure document given to clients and prospective clients that contains the background information for your firm's principal officers and all of your supervised persons or investment adviser representatives. Certain non-client interacting persons may be exempt from having a Form ADV 2B. For example, certain staff personnel of your firm who may be licensed, but have absolutely no interactions whatsoever with clients.
Form ADV 2B is a custom document created with your word processing software and uploaded to the IARD system. Instructions on how to complete this document can be found at the SEC's web site located here. Instructions on how to complete the Form ADV 2B begins on page 21 of 26 when you click on "Part 2" in the SEC file "formadv.pdf."