Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Worthy Management Inc. ? Investment-related? No ? Business Address: 551?NW?77th?Street, Suite?212, Boca Raton, FL 33487 ? Nature of Business: Fintech solutions and issuer of SEC-qualified fixed-income securities ? Your Title: Director (Board Member) ? Start Date: January 2016 ? Approx. Hours/Month: 10 ? Hours During Securities Trading Hours: 3 ? Description of Duties: Serve on company board; provide strategic oversight and corporate governance. No involvement in securities sales or investment advisory services. Compensation is not commission-based or tied to securities transactions. ________________________________________ 2. Investor Choice Advocates Network (ICAN) ? Investment-related? No ? Business Address: 453?S?Spring?St, Suite?400, Los Angeles, CA 90013 ? Nature of Business: Nonprofit legal and investor advocacy organization ? Your Title: Board Member ? Start Date: June 2022 ? Approx. Hours/Month: 10 ? Hours During Securities Trading Hours: 2 ? Description of Duties: Serve on nonprofit board; Board Secretary. Co-host podcast celebrating financial innovations. Role does not involve investment advice, securities recommendations, or client-facing activity. ________________________________________ 3. DWealth Education / Dara Albright Media (Being Retired and Integrated) ? Investment-related? No ? Business Address: 8920 Eves Road #768772, Roswell, GA 30076 ? Nature of Business: Financial education and media content ? Your Title: Founder ? Start Date: June 2014 ? End Date: August 2025 ? Approx. Hours/Month: 0 ? Hours During Securities Trading Hours: 0 ? Description of Duties: Created financial education content and public speaking programs focused on fintech and investor empowerment. Did not engage in investment advisory activities. ________________________________________ 4. Decent Millionaire (Personal Blog) ? Investment-related? No ? Business Address: 8735 Dunwoody Pl #10577, Atlanta, GA 30350 ? Nature of Business: Personal blog and writing platform ? Your Title: Writer / Creator ? Start Date: January 2023 ? Approx. Hours/Month: 4 ? Hours During Securities Trading Hours: 0 ? Description of Duties: Maintain a non-monetized blog exploring financial innovations. Content does not include investment advice or securities analysis. ________________________________________ 5. Roark Ridge Events, Roark Ridge Academy, and Roark Ridge Strategic Consulting (Divisions of Roark Ridge Advisory LLC) ? Investment-related? No ? Business Address: 8735 Dunwoody Pl #10577, Atlanta, GA 30350 ? Nature of Business: Financial education, event production, and strategic consulting ? Your Title: Managing Member ? Start Date: August 2025 ? Approx. Hours/Month: 80 ? Hours During Securities Trading Hours: 5-10 ? Description of Duties: Oversee non-advisory business divisions including Roark Ridge Academy (education), Roark Ridge Events (marketing and event production), and Roark Ridge Strategic Consulting (business advisory). These activities are fully separate from the firm's solicitor services and do not involve securities recommendations or investment advice.