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. FIRST CHURCH OF CHRIST, SCIENTIST POSITION: Clerk NATURE: church / corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2016 ADDRESS: 282 Chalfonte Avenue, Grosse Pointe Farms MI 48236 DESCRIPTION: coordinate communications among board members and church members / take Minutes of board and membership meetings / handle occasional church correspondence 2. ARROW INVESTMENT MANAGEMENT, LLC POSITION: Financial Professional IAR NATURE: Limited Liability Company^Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/02/2012 ADDRESS: 2075 W. Big Beaver Road, Suite 420, Troy MI 48084, United States DESCRIPTION: refer financial planning and investment advisory services to ARROW Investment Management 3. ESSEX FINANCIAL GROUP POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/1994 ADDRESS: 2075 W. Big Beaver Road, Suite 420, Troy MI 48084, United States DESCRIPTION: General business consulting and referral to other business professionals. 4. MCLEOD-KOSKI AGENCY, INC. POSITION: Other - Solicitor NATURE: Corporation - Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2007 ADDRESS: 6001 North Adams Road, Suite 201, Bloomfield Hills MI 48304, United States DESCRIPTION: contact and refer prospective clients for personal lines and business insurance 5. GROSSE POINTE MINISTERIAL ASSOCIATION POSITION: Secretary/Treasurer NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2000 ADDRESS: 282 Chalfonte Avenue, Grosse Pointe MI 48236, United States DESCRIPTION: Collect annual dues and issue checks to pay occasional expenses or donations,checks signed by other officers/ annual budget is less than $1,000 6. LAKSHORE OPTIMIST CLUB & FUND POSITION: Secretary - NATURE: Nonprofit Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1999 ADDRESS: 32 Lake Shore Road, Grosse Pointe MI 48236, United States DESCRIPTION: Handle correspondence & member communications 7. ARROW FINANCIAL SOLUTIONS, PLC DBA ARROW FINANCIAL GROUP POSITION: Other - Financial Professional NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/25/2012 ADDRESS: 2075 W. Big Beaver Road, Suite 420, Troy MI 48084, United States DESCRIPTION: This is a marketing dba for my securities business 8. ARROW RISK MANAGEMENT, LLC POSITION: Statutory Agent - NATURE: Insurance Agency - LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2010 ADDRESS: 2075 W. Big Beaver Road, Suite 420, Troy MI 48084, United States DESCRIPTION: Fixed annuity and life insurance sales 9. KENT A COMMER POSITION: Notary Public NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 1165 Maryland St, Grosse Pointe MI 48230, United States DESCRIPTION: Witness signatures as a Notary Public registered with Wayne County, Michigan