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. FIXED INSURANCE WITH VARIOUS COMPANIES ; INV REL: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; FIXED INSURANCE ; START DATE: 11/1997 ; HRS PER WEEK: 39 ; HRS DUR TRAD HRS: 32.5 ; INS AGENT DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2. EKA PLANNING SERVICES, INC. ; INV REL: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; INS SALES ; START DATE: 11/1997 ; PRESIDENT ; HRS PER WEEK: 39 ; HRS DUR TRAD HRS: 32.5 ; DUTIES: INSURANCE SALES ; 3. ELITE ENERGY GROUP INC INV REL: NO ; ADDRESS: 199 JERICHO TURNPIKE , FLORAL PARK, NY 11001 ; ENERGY AUDITOR ; START DATE: 05/2011 : OWNER / SILENT INVESTOR ; HRS PER WK: 1 PER MO ; HRS DUR TRAD HRS: 1 PER MO ; DUTIES: INVESTOR, MEETING WITH OWNERS ; 4. ELITE ENERGY CONSULTANTS INC INV REL: NO ; ADDRESS: 199 JERICHO TURNPIKE , FLORAL PARK, NY 11001 ; ENERGY AUDITOR ; START DATE: 11/2009 : OWNER / SILENT INVESTOR ; HRS PER WEEK: 1 PER MONTH ; HRS DUR TRAD HRS: 1 PER MO ; DUTIES: INVESTOR, MEETING WITH OWNERS ; 5. EKA BROKERAGE SERVICES ; INV REL: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE: INSURANCE SALES ; START DATE: 11/1998 ; POSITION: PRESIDENT ; HRS PER WK: 39 ; HRS DUR TRAD HRS: 32.5 ; DUTIES: INSURANCE SALES ; 6. PJPM HOLDINGS, LLC: INV REL: NO; ADDRESS: 157 MAIN STREET HUNTINGTON, NY 11743; REAL ESTATE INVESTMENT; START DATE: 02/2009; OWNER / MEMBER; HRS PER WEEK: 1; HRS DUR TRAD HRS: 1; DUTIES: 50% MEMBER LLC; 7. MJ 190 LAUREL ROAD, LLC: INV REL: NO; ADDRESS: 190 LAUREL ROAD, NORTH POINT, NY 11768; REAL ESTATE INV / RENTAL PROPERTY; START DATE: 04/2019; OWNER / MEMBER; HRS PER WK: 1; HRS DUR TRAD HRS: 1; DUTIES: 50% MEMBER LLC; 8. 39 EAST 10TH STREET, LLC: INV REL: NO; ADDRESS: 39 EAST 10TH STREET, HUNTINGTON STATION, NY 11746 : REAL ESTATE INV / RENTAL PROPERTY; START DATE: 04/2019; OWNER / MEMBER; HRS PER WK: 1; HRS DUR TRAD HRS: 1; DUTIES: 50% MEMBER LLC; 9. 63 FAIRGROUND AVE, LLC: INV REL: NO; ADDRESS: 63 FAIRGROUND AVE, HUNTINGTON STATION, NY 11746; REAL ESTATE INV / RENTAL PROPERTY; START DATE: 04/2019; POSITION: OWNER / MEMBER; HRS PER WK: 1; HRS DUR TRAD HRS: 1; DUTIES: 50% MEMBER LLC; 10. 324 MERRICK AVE, LLC; INV RELATED: NO; ADDRESS: 324 MERRICK AVE MERRICK, NY 11566; COMMERCIAL REAL ESTATE; START DATE: 9/2019; CO-OWNER; APX # OF HRS PER WK: 1; APX # OF HRS DUR TRADING HRS: 1 BRIEF DUTIES: COMMERCIAL BUILDING, INV PROPERTY; 11. 54 EAST 2ND ST. LLC; INV REL: NO; 54 EAST 2ND ST HUNTINGTON, NY 11743; REAL ESTATE;2018;MEMBER;1;1;RENTAL HOME ; 12. 1033 PARK AVE LLC; INV REL: NO; 1033 PARK AVE HUNTINGTON, NY 11743; REAL ESTATE;2018;MEMBER;1;1;RENTAL HOME ; 13. EKA BENEFITS, INC, INV REL: YES, SAME AS REGISTERED LOCATION, INSURANCE, START DATE: 12/2022, OWNER, APX # OF HRS PER WK: 3, MAY BE DURING TRAD HRS DBA FOR FIXED INSURANCE ; 14. PJPMCM, LLC & 14 VONDRAN, LLC,, INV REL: NO, ADDRESS: NEW YORK, NATURE: REAL ESTATE, START DATE: 11/2023, POSITION PARTNER, APX #OF HRS PER WK: VARIES, APX # OF HRS DUR TRAD HRS: VARIES, DUTIES: LLC TO HOLD REAL PROPERTY; 15. SOUTH WALNUT STREET, LLC; INV REL: NO; SAME AS REGISTERED LOCATION; NATURE: RENTAL PROPERTY; START DATE: 9/2025; POSITION: OWNER; APX # OF HRS PER WK: 0; APX # OF HRS DUR TRAD HRS: 0; DUTIES: OWN RENTAL HOME; 16. MTK ENERGY CONSULTANTS, INC INV REL: NO SAME AS REGISTERED LOCATION; NATURE S CORP START DATE: 2/27/2026 POSITION: PRESIDENT APX # OF HRS PER WK: 1 APX # OF HRS DUR TRAD HRS: 1 DUTIES: NO SERVICES PROVIDED. STRICLTY S CORP TO RECIEVE DISTRIBUTIONS 17. PROCURECLIX, INC.; INV REL: NO; ADDRESS: 199 JERICHO TPKE SUITE 201 FLORAL PARK, NY 11001; NATURE: SAS SYSTEM ; DATE: 03/2026; POSITION: SHAREHOLDER; APX # OF HRS PER WK: 1; APX # OF HRS DUR TRAD HRS: 1; DUTIES: SHAREHOLDER: 18. DEA PARTNERS, INC.; INV REL; SAME AS REGISTERED LOCATION; NATURE: LIFE INSURANCE SALES; START: 3/2026; TITLE: OWNER; APX # OF HRS PER WK: 5; APX # OF HRS DUR TRAD HRS: 0; DUTIES: LIFE INSURANCE SALES;