Michael Andrew Coelho

1. FIXED INSURANCE PRODUCTS:, LIFE, HEALTH, DISABILITY, AND ANNUITIES; 2. GALLAGHER, NOT INVESTMENT RELATED, 2030 MAIN STREET, IRVINE, CA 92614, EMPLOYEE/GROUP BENEFITS, START 04/01/2012, 0HRS/WK (NON-TRADING HOURS), MANAGE RELATIONSHIPS; 3. NAME OF OTHER BUSINESS: RETIREMENT ADVISOR COUNCIL INVESTMENT RELATED: YES ADDRESS: 61 RAINBOW ROAD EAST GRANBY CT 06026 NATURE OF BUSINESS: ADVISORY COUNCIL FOR THE BETTERMENT OF THE RETIREMENT INDUSTRY START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: COUNCIL MEMBER BRIEF DESCRIPTION OF DUTIES: ON PUBLIC RELATIONS COMMITTEE, SPREADING THE WORD ABOUT THE RETIREMENT INDUSTRY 4. NAME OF OTHER BUSINESS: BAYLOR UNIVERSITY INVESTMENT RELATED: NO ADDRESS: ONE BEAR PLACE #97050, WACO, TX 76798 NATURE OF BUSINESS: EDUCATION START DATE: 3/2017 POSITION/TITLE/RELATIONSHIP: AMBASSADOR APX NUMBER OF HOURS PER WEEK: VARIES NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: NETWORKING, MENTORING AND DISCUSSION ABOUT BAYLOR UNIVERSITY. 5. 1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 04/2011 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT 6. NAME OF OTHER BUSINESS: DBA SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2011 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES Sigma Alpha Epsilon Alumni Advisor; Helping current students navigate Fraternity Life; 1/1/2021; 4 hours per year.