Daniel James Thompson

1.) DANIEL J THOMPSON JD - 7/1/2018 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Attorney, Attorney/Family Advocate, Legal advice, Not Invt Rel, Legal business, 10 hrs/mo; 2 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 6/1/2002 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, IAR Rep, Invt Rel, IAR Business, 100 hrs/mo; 100 hrs/mo (during trading hours). 3.) INSURANCE SALES - 6/1/2013 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Sales, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 4.) UNION BRIDGE CAPITAL - 7/1/18 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Principal - Manage Firm, provide financial planning/wealth management services to clients, Invt Rel, Wealth Management 100 hrs/mo; 100 hrs/mo (during trading hours). 5.) CANTILEVER WEALTH MANAGEMENT LLC - 7/1/2018 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - President, Investment Business, Sales, Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 6.) CANTILEVER WEALTH MANAGEMENT, LLC - 7/1/2018 - 800 WATERFRONT DR, 3RD FL, PITTSBURGH, PA 15222 - MEMBER, INVESTMENT MANAGEMENT, INV'T REL, MANAGEMENT OF BUSINESS, INVESTMENT MANAGEMENT FOR CLIENTS, 100 hrs/mo; 100 hrs/mo (during trading hours). 7.) LEGAL SERVICES, REG D RAISE - 2/1/2026 - 44 Abele Rd, Bridgeville, PA 15017 - Lawyer, Soliciting fundraise, Not Invt Rel, 20 hrs/mo; 0 hrs/mo (during trading hours). 8.) PENN & WEBB PLLC - 9/15/2026 - 20 East Main Street, Carnegie, PA 15106 - Of Counsel, Business Development, Strategic and Marketing Input, Advancing Penn-Webb’s Ancillary Practice to UBC/Leaders Group and Simplicity Offerings, Not Invt Rel, 40 hrs/mo; 20 hrs/mo (during trading hours). 9.) NATIONAL BUSINESS CAPITAL - 10/1/2026 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Referrer, Refer prospect/client financing needs to NBC, Not Invt Rel, 10 hrs/mo; 2 hrs/mo (during trading hours).