Robert Leland Hamilton Jr.

1) WISTERIA PLACE II OWNERS ASSOCIATION, INC; POSITION: board member NATURE: I own two office condos of eight that make up the association. I am on the board. We have an annual meeting to discuss setting CAM charges and review our financial situation. If anything comes up before our annual meeting we will have a called meeting. We have a management company that pays all our bills, collects CAM charges and provides financial reports. My only duty is to vote on anything that comes before the board. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2017;ADDRESS: 2326 Wisteria Drive, Suite 110, Snellville GA 30078, My only responsibility is to vote on any issues that come before the board. 2) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; POSITION: insurance agent NATURE: Selling insurance products approved through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/29/2022; ADDRESS: 2326 Wisteria Drive, Suite 110, Snellville GA 30078, United States; DESCRIPTION: Meet with clients to access their financial needs and make recommendations to buy life insurance or annuities if they meet the clients needs. Help clients that have previously purchased insurance products that I am the agent on. 3) HHM FINANCIAL,LLC; POSITION: Financial advisor NATURE: CPA practice. Tax return preparation, accounting for small business, financial statement preparation, financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2018; ADDRESS: 2326 Wisteria Dr., Suite 110, Monroe GA 30655, United States; DESCRIPTION: Prepare personal tax returns, financial planning, and investments , insurance through Avantax. 4) RENTAL PROPERTY; POSITION: Owner NATURE: Rental Property. I own the two condominiums rented to Hamilton Financial-110 and 120 Wisteria Dr., Snellville , GA 30078 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017; ADDRESS: 2326 Wisteria Drive, Suite 110, Snellville GA 30078, Collect rent and pay any expenses related to the rental property 5) BENEFICIARY OF IRA-DENISE MOORE; POSITION: beneficiary NATURE: Just listed as a co-beneficiary of her IRA. With the information I provided to Stephanie Molina in compliance I was granted an exception to allow this. Denise is my client and long term friend of some 60 plus years. She named me a joint beneficiary of her IRA. She has no living relatives or family. Her IRA advisory account number is HVA-020187. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2020; 1033 Stone Creek Lane, Monroe GA 30655, No responsibilities. 6) HAMILTON FINANCIAL; CPA: I am an independent contractor with this business. I prepare tax returns in tax season. It is a full service CPA firm. It is the dba of HHM Financial, LLC. INVESTMENT RELATED: Yes; 100; 100; 01/01/2018; 2326 Wisteria Drive, Suite 110, Snellville GA 30078, Only responsibility is to prepare tax returns in tax season. I also meet with clients of the firm for financial planning as an Avantax rep. 7) HAMILTON CPAS & FINANCIAL SERVICES POSITION: CPA NATURE: This is a DBA/marketing name for our firm, which is legally known as HHM Financial, LLC and is already disclosed. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 45 START DATE: 01/18/2018 ADDRESS: 2326 Wisteria Drive, Suite 110, Snellville GA 30078, United States DESCRIPTION: Prepare individual tax returns and help clients with their financial planning needs through Avantax