John Robert Feldman

Boom Planning; same as branch; inv rel; financial planning; President & COO; start date=08/2015; hrs/mo=210; trading hrs/mo=160; manage operation and growth initiatives * Fishtank Consulting LLC; same as residence; non-inv rel; consulting with financial planning firms on occasion to assist in enhancing their operational and business building plans; Owner and Consultant; start date=03/2018; hrs/mo=80; trading hrs/mo=60; review all aspects of practice management including entire operation, employees, HR policies and procedures, client service, technology, marketing, client materials, and growth initiatives and then a summary of findings with recommendations-may be follow up work including help with execution of some or all of the recommendations * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; President & COO; start date=08/2018; hrs/mo=200; trading hrs/mo=130; responsible for all areas of DBA and LLCs underneath it * Second Home; 4715 Thomas Dr. #806, Panama City Beach, FL 32408; non-inv rel; family vacation home along with some rentals throughout the year; Owner; start date=02/2021; hrs/mo=0; trading hrs/mo=0; my only responsibilities are as owner with my spouse-we have a rental property manager that handles any bookings