Keith Wesley Andre

1) Cornerstone Joint Venture LTD 4695 W. University Dr, Ste 100~McKinney~TX~75071~Other~Real Estate Sales Associate~1/1/2002~40hrs~0hrs~Rental Property Owner. 2) Avantax Insurance Agency LLC McKinney TX Equity Indexed Annuity~Agent~1/1/2015~10hrs~10hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 3) KEITH W ANDRE CPA POSITION: independent contractor NATURE: Independent contractor providing consultation for Andre + Associates clients as requested by firm. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 07/01/2021 ADDRESS: 4695 W. University Dr, Ste 100, McKinney TX 75071, United States DESCRIPTION: provide transfer of relationship of clients to remaining partners. provide planning as requested by CPA firm. 4) MCKINNEY LIONS CLUB POSITION: Treasurer NATURE: Manage Clubs bank accounts INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 05/02/2022 ADDRESS: PO Box 675, McKinney TX 75071, United States DESCRIPTION: Invoice and collect member dues, pay administrative expenses presented by executive committee.Collect Fund Raising collections, pay fund raising bills, distribute excess to community causes all as approved by executive committee. 5) KW'S TREE FARM POSITION: Sole Proprietor NATURE: Growing Trees INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 11/27/2021 ADDRESS: 1920 Meadow Ranch Rd, McKinney TX 75071-7800, United States DESCRIPTION: manual labor. 6) ANDRE WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: Andre Wealth Management LLC is the entity used to market financial services offered though Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/06/2022 ADDRESS: 4695 W. University Dr, Ste 100, McKinney TX 75071, United States DESCRIPTION: Financial advisor, securities broker, IAR, insurance agent with Avantax. 7) ANDRE + ASSOCIATES PC POSITION: Contractor NATURE: Tax return preparation and tax consulting INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/09/2022 ADDRESS: 4695 W. University Dr, Ste 100, McKinney TX 75071, United States DESCRIPTION: Preparing taxes for individuals and small businesses.