WrapFeeNeedscoffee tofunctionBooksandRecordsLiquidNetWorthKnowsASLGeneralLedgerBalanceSheetCustodyBeneficiaryUnsuitableInvestmentNegativeConsentSeries65CustodianChiefComplianceOfficerFINRAAdvertisingIARTimeHorizonConcurAdvisoryContractHas 4+petsSeries66ADVPart 2BQualifiedClientProfessionalDesignationSuitability/WSPLPOABourbonStreetHeightenedSupervisionLived/workedon a farmFormCRSETFTradeBlotterNASAAConnectOTCSecuritiesMisseda flightPooledInvestmentVehicleMarketIndexPPMMississippiRiverSECAttendeda conf.beforeCodeofEthicsRegDNASAAPres.MarniGibsonBondRoutineExaminationConcentrationRiskCash vAccrualSolicitorNeverdone areg examRIAIncomeStatement-P&LMutualFundAnnuitiesHighWaterMarkDeficiencyFormU5ADV Part1A/ScheduleAADVPart 1BNASAAModelRulesFormU6First timeat trainingconf.BirthdaythismonthEmptynesterOBAADV 2ADeliveryFailureUnearnedRevenueFormU4DiscretionTrustedContactPersonIARCEReadADV startto finishSLOAReverseChurningOptionsTradingPet otherthancat/dogFinancialRecordsWorkedat an RIAbefore$100MillionThresholdNetWorthCybersecurityPolicyDeMinimisExemptionIARDLearneda newacronymWorks inregulationTraveledfor anexamKnowsmartialartsMet aJohn ata conf.DeficiencyLetterAUMFeeDiversificationWrapFeeNeedscoffee tofunctionBooksandRecordsLiquidNetWorthKnowsASLGeneralLedgerBalanceSheetCustodyBeneficiaryUnsuitableInvestmentNegativeConsentSeries65CustodianChiefComplianceOfficerFINRAAdvertisingIARTimeHorizonConcurAdvisoryContractHas 4+petsSeries66ADVPart 2BQualifiedClientProfessionalDesignationSuitability/WSPLPOABourbonStreetHeightenedSupervisionLived/workedon a farmFormCRSETFTradeBlotterNASAAConnectOTCSecuritiesMisseda flightPooledInvestmentVehicleMarketIndexPPMMississippiRiverSECAttendeda conf.beforeCodeofEthicsRegDNASAAPres.MarniGibsonBondRoutineExaminationConcentrationRiskCash vAccrualSolicitorNeverdone areg examRIAIncomeStatement-P&LMutualFundAnnuitiesHighWaterMarkDeficiencyFormU5ADV Part1A/ScheduleAADVPart 1BNASAAModelRulesFormU6First timeat trainingconf.BirthdaythismonthEmptynesterOBAADV 2ADeliveryFailureUnearnedRevenueFormU4DiscretionTrustedContactPersonIARCEReadADV startto finishSLOAReverseChurningOptionsTradingPet otherthancat/dogFinancialRecordsWorkedat an RIAbefore$100MillionThresholdNetWorthCybersecurityPolicyDeMinimisExemptionIARDLearneda newacronymWorks inregulationTraveledfor anexamKnowsmartialartsMet aJohn ata conf.DeficiencyLetterAUMFeeDiversification

Untitled Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Wrap Fee
  2. Needs coffee to function
  3. Books and Records
  4. Liquid Net Worth
  5. Knows ASL
  6. General Ledger
  7. Balance Sheet
  8. Custody
  9. Beneficiary
  10. Unsuitable Investment
  11. Negative Consent
  12. Series 65
  13. Custodian
  14. Chief Compliance Officer
  15. FINRA
  16. Advertising
  17. IAR
  18. Time Horizon
  19. Concur
  20. Advisory Contract
  21. Has 4+ pets
  22. Series 66
  23. ADV Part 2B
  24. Qualified Client
  25. Professional Designation
  26. Suitability/WSP
  27. LPOA
  28. Bourbon Street
  29. Heightened Supervision
  30. Lived/worked on a farm
  31. Form CRS
  32. ETF
  33. Trade Blotter
  34. NASAA Connect
  35. OTC Securities
  36. Missed a flight
  37. Pooled Investment Vehicle
  38. Market Index
  39. PPM
  40. Mississippi River
  41. SEC
  42. Attended a conf. before
  43. Code of Ethics
  44. Reg D
  45. NASAA Pres. Marni Gibson
  46. Bond
  47. Routine Examination
  48. Concentration Risk
  49. Cash v Accrual
  50. Solicitor
  51. Never done a reg exam
  52. RIA
  53. Income Statement- P&L
  54. Mutual Fund
  55. Annuities
  56. High Water Mark
  57. Deficiency
  58. Form U5
  59. ADV Part 1A/Schedule A
  60. ADV Part 1B
  61. NASAA Model Rules
  62. Form U6
  63. First time at training conf.
  64. Birthday this month
  65. Empty nester
  66. OBA
  67. ADV 2A Delivery Failure
  68. Unearned Revenue
  69. Form U4
  70. Discretion
  71. Trusted Contact Person
  72. IAR CE
  73. Read ADV start to finish
  74. SLOA
  75. Reverse Churning
  76. Options Trading
  77. Pet other than cat/dog
  78. Financial Records
  79. Worked at an RIA before
  80. $100 Million Threshold
  81. Net Worth
  82. Cybersecurity Policy
  83. De Minimis Exemption
  84. IARD
  85. Learned a new acronym
  86. Works in regulation
  87. Traveled for an exam
  88. Knows martial arts
  89. Met a John at a conf.
  90. Deficiency Letter
  91. AUM Fee
  92. Diversification