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) Advisory Alpha LLC. Investment-related. At registered location. RIA. IAR. Start: 04/2023. 160 hr/month; all during trading hours. Offer advice/recommendations to clients and manage client investments. 2) Fixed Insurance. Investment-related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 04/2000. 4 hrs/month all during trading hours. Sales of fixed/traditional insurance products. 3) TRIAD Land Management. Not investment-related; 8689 Quincy Street, Zeeland, MI 49464. Agricultural real estate ownership & lease to farmers. Partner. Start: 05/2015. 0 hr/month. Ownership of real estate. 4) Mason Street Development LLC. Not inv-related; 2763 120th Ave, Holland, MI49424. Develop residential real estate. Partner. Start: 01/2016. 0 hr/month. Passive owner. 5) Big Rapids Property LLC. Not inv-related; 8989 Quincy St, Zeeland, MI49464. Own several commercial buildings and lease. Partner. Start: 05/2007. 0 hr/month. No duties. 6) 270 E Merkey LLC. Not inv-related; 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 09/2012. 0 hr/month. No duties. 7) V&O, LLC. Not inv-related; 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 04/1999. 0 hr/month. No duties. 8) Wilkins Property Management. Not inv-related; 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 03/2005. 0 hr/month. No duties. 9) Country Way Properties. Not inv-related; 8989 Quincy St, Zeeland, MI 49464. Real estate ownership. Partner. Start: 07/1997. 0 hr/month. No duties. 10) Threefold Properties. Not inv-related; 250 S State St, Zeeland, MI 49464. Commercial real estate ownership; Partner. Start:04/2022. 0 hr/month. No duties. 11) 4One Air. Not inv-related; 170 Geurink Blvd, Holland, MI 49423. Flight School. Partner. Start: 04/2022. 0 hr/month. No duties. 12) Larand LLC. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 04/1999. 0 hr/month. No duties. 13) 76th Street Property Management LLC. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 12/2004. 0 hr/month. No duties. 14)Plainfield Property Management. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 04/2003. 0 hr/month. No duties. 15) 4214 Plainfield Ave LLC. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 04/2005. 0hr/month. No duties. 16) LJO Properties LLC. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Real Estate ownership. Start: 02/2017. 0 hr/month. No duties. 17) Corestone Investments LLC. Inv-related. Located at 250 S State St, Zeeland, MI 49464. Real Estate. Owner. Start: 01/2021. 0 hr/month. I am the owner of the LLC which invests in some real estate and other small business investment opportunities. 18) Purshe Kaplan Sterling Investments; Inv-related. 10634 Macatawa Lane, Holland, MI 49423; Offer & sale of commission based Investment Products; Reg. Rep; 05/2023; Approx. 5hours/month; 5 hours/month during trading hours; Sale of commission based mutual funds, variable annuities & fixed indexed annuities to clients. 19) Vision Fin. Group LLC; Inv-related; 250 S State St, Zeeland, MI 49464; Financial Srv & Insurance Sales; CEO/Wealth Advisor; 01/2002; Approx 40 hr/month all during trading hours; Provides financial, consulting and insurance. 20) Elenbaas Leasing Inc; Not Inv-related; 250 S State St, Zeeland, MI 49464; Lease Aircraft; Owner; 08/2023; Approx Less than 1 hr/month. 21) F.O.G Management Company; 250 S State Street Zeeland, MI 49464; Business management services; Partner; 04/21/2023; less than 1Hr/month; Provides business management services.