Larry Lee Mathis

1.) LARRY MATHIS; INVESTMENT RELATED; PHOENIX, AZ; RENTAL PROPERTIES OWNED BY FAMILY TRUST; TRUSTEE; ACTIVITY BEGAN 08/2021; I DEVOTE APPX 2 HOURS TO THIS ACTIVITY WITH NONE DURING TRADING HOURS; RENTAL AND PROPERTY MANAGEMENT OF REAL ESTATE HOLDINGS. 2.) LARRY MATHIS AUTHOR; NOT INVESTMENT REALTED; PHOENIX, AZ; AUTHOR/SPEAKER; ACTIVITY BEGAN 05/2006; I DEVOTE 1 HOUR TO THIS ACTIVITY WITH NONE DURING TRADING HOURS; AUTHOR OF INVESTMENT BOOKS AND OCCASSIONAL SPEAKER. 3.) AZ STATE TREASURER FINANCIAL LITERACY TASK FORCE; INVESTMENT RELATED; PHOENIX, AZ; FINANCIAL LITERACY FOR THE STATE OF AZ; MEMBER/CHAIRMAN OF A SUBCOMMITTEE; ACTIVITY BEGAN 09/2019; I DEVOTE 3 HOURS TO THIS ACTIVITY PER MONTH ALL DURING TRADING HOURS; INCREASE FINANCIAL LITERACY AMONG RESIDENTS OF THE STATE OF AZ. 4.) BKMR ENTERPRISES; INVESTMENT RELATED; PHOENIX, AZ; REAL ESTATE BUILDING;LLC MEMBER/PART OWNER; ACTIVITY BEGAN 08/2004; I DEVOTE LESS THAN 2 HOURS TO THIS ACTIVITY WITH NONE DURING TRADING HOURS; PARTICIPATE IN BUILDING DECISIONS AS NEEDED. 5.) LARRY MATHIS FINANCIAL PLANNING,LLC; INVESTMENT RELATED; PHOENIX, AZ; OUTSIDE INSURANCE SALES; PRESIDENT/CEO; ACTIVITY BEGAN 11/2004; I DEVOTE APPX 10 HOURS TO THIS ACTIVITY ALL DURING TRADING HOURS; SALE OF OUTSIDE INSURANCE PRODUCTS TO CLIENTS. 6.) LARRY MATHIS; NOT INVESTMENT RELATED; PHOENIX, AZ; SELLING OF URLS; OWNER; ACTIVITY BEGAN 06/2019; I DEVOTE 1 HOUR PER MONTH TO THIS ACTIVITY WITH NONE DURING TRADING HOURS; OWN AND PURCHASE URL'S WITH INTENT TO SELL THE URL'S. 7.) MATHIS PUBLIC SAFETY RETIREMENT; INVESTMENT RELATED; PHOENIX, AZ; DBA; OWNER; ACTIVITY BEGAN 09/2021; I DEVOTE NO TIME TO THIS ACTIVITY; DBA FOR MARKETING PURPOSES. 8.) MATHIS WEALTH MANAGEMENT; INVESTMENT RELATED; PHOENIX, AZ; RIA; OWNER/CEO; ACTIVITY BEGAN 02/2015; I DEVOTE 120 HOURS PER MONTH TO THIS ACTIVITY WITH 100 HOURS DURING TRADING HOURS; FEE BASED INVESTMENT MANAGEMENT AND FINANCIAL PLANNING.