SECNeedscoffee tofunctionETFLiquidNetWorthRegDReverseChurningCustodyCodeofEthicsMississippiRiverLearneda newacronymCash vAccrualHeightenedSupervisionBeneficiaryMisseda flightNASAAConnectTradeBlotterCustodianFormU4IncomeStatement-P&LNASAAPres.MarniGibsonMet aJohn ata conf.QualifiedClientUnearnedRevenueDiscretionBalanceSheetNegativeConsentFormU6Has 4+petsPPMTrustedContactPersonIARKnowsmartialartsBirthdaythismonthDeMinimisExemption$100MillionThresholdCybersecurityPolicyDeficiencyFirst timeat trainingconf.RIAWorks inregulationHighWaterMarkBooksandRecordsConcentrationRiskSeries65IARCESLOAMutualFundSeries66FormU5Pet otherthancat/dogADV Part1A/ScheduleARoutineExaminationBourbonStreetKnowsASLBondOBATraveledfor anexamFormCRSADVPart 1BAnnuitiesNeverdone areg examFinancialRecordsEmptynesterWrapFeeFINRANASAAModelRulesGeneralLedgerOTCSecuritiesIARDPooledInvestmentVehicleUnsuitableInvestmentTimeHorizonDeficiencyLetterDiversificationAdvisoryContractMarketIndexWorkedat an RIAbeforeLived/workedon a farmLPOAAdvertisingSuitability/WSPConcurChiefComplianceOfficerAttendeda conf.beforeADV 2ADeliveryFailureOptionsTradingSolicitorNetWorthAUMFeeReadADV startto finishProfessionalDesignationADVPart 2BSECNeedscoffee tofunctionETFLiquidNetWorthRegDReverseChurningCustodyCodeofEthicsMississippiRiverLearneda newacronymCash vAccrualHeightenedSupervisionBeneficiaryMisseda flightNASAAConnectTradeBlotterCustodianFormU4IncomeStatement-P&LNASAAPres.MarniGibsonMet aJohn ata conf.QualifiedClientUnearnedRevenueDiscretionBalanceSheetNegativeConsentFormU6Has 4+petsPPMTrustedContactPersonIARKnowsmartialartsBirthdaythismonthDeMinimisExemption$100MillionThresholdCybersecurityPolicyDeficiencyFirst timeat trainingconf.RIAWorks inregulationHighWaterMarkBooksandRecordsConcentrationRiskSeries65IARCESLOAMutualFundSeries66FormU5Pet otherthancat/dogADV Part1A/ScheduleARoutineExaminationBourbonStreetKnowsASLBondOBATraveledfor anexamFormCRSADVPart 1BAnnuitiesNeverdone areg examFinancialRecordsEmptynesterWrapFeeFINRANASAAModelRulesGeneralLedgerOTCSecuritiesIARDPooledInvestmentVehicleUnsuitableInvestmentTimeHorizonDeficiencyLetterDiversificationAdvisoryContractMarketIndexWorkedat an RIAbeforeLived/workedon a farmLPOAAdvertisingSuitability/WSPConcurChiefComplianceOfficerAttendeda conf.beforeADV 2ADeliveryFailureOptionsTradingSolicitorNetWorthAUMFeeReadADV startto finishProfessionalDesignationADVPart 2B

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