Stephen Scott Harper

1) Owner; Preservation Wealth Consultants LLC; Investment-related: NO; Location: 8140 Dream Street, Suite B, Florence, KY 41042; Description of the business: Tax Preparation and Tax Advisory Service; Responsibilities Duties: Prepare and evaluate personal and business taxes; Start date with business: 2012-08-31; Hours devoted to business during trading hours: 96; Hours devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 70; 2) PWC Insurance Agency LLC; Investment-related; 8140 Dream Street, Suite B, Florence, KY 41042; Sell life insurance, annuities, disability, and long term care insurance; Owner and Agent; 08/2012; Approx. 15 hours/month; Approx. 15 hours/month during trading hours; Insurance sales and service. 3) Stephen Scott Harper; Investment-related; 8140 Dream Street, Suite B, Florence, KY 41042; Sell life insurance, annuities, disability, and long term care insurance; Licensed Insurance Agent; 08/2012; Approx. 15 hours/month as Owner and Agent of PWC Insurance Agency; Approx. 15 hours/month during trading hours as Owner and Agent of PWC Insurance Agency; Insurance sales and service. 4) ENROLLED AGENT DESIGNATION WITH IRS; ENROLLED AGENT; 8140 DREAM ST, STE B FLORENCE KY 41042 UNITED STATES;; PREPARE AND ANALYZE TAX RETURNS; 2022-10-03; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 100;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 70;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 50; 5) SPEAKER-3-8 TIMES A YEAR; SPEAKER; 8140 DREAM ST FLORENCE KY 41042 UNITED STATES; FILL IN SPEAKER AT LOCAL CHURCHES; 2022-08-07; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 10;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1;