Joseph J Corcoran

1) MS ADMINISTRATORS, INC POSITION: ADMINISTRATOR NATURE: EMPLOYEE BENEFITS INVESTMENT RELATED:: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2010 ADDRESS: Cranford NJ 07016, United States DESCRIPTION: CO-ADMINISTRATOR DEALING WITH DAILY ACTIVITY OF EMPLOYEE BENEFIT PLANS; 2) ALICE K HEGARTY ESTATE POSITION: co-executor NATURE: I was a co-executor of the estate of Alice K Hegarty INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2014 ADDRESS: 340 North Avenue, 3rd Floor, Cranford NJ 07016, United States DESCRIPTION: Mrs. Hegarty was a tax client, she passed in 2014 leaving 8 beneficiaries, My responsibility was to assist the other co-executor in liquidating her assets of which Avantax was a very minor amount. Those were distributed 7 years ago, The attorney instructed to keep a residual for contingencies, This was paid out this year, 3) MS INVESTMENT PARTNERS, LLC POSITION: Shareholder NATURE: Name used for my Avantax business.Follow up with clients and normal business functions. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2005 ADDRESS: 340 North Ave, Cranford NJ 07016, United States DESCRIPTION: The OBA consists of 4 shareholders and no employees. My responsibility is to meet with the other shareholders to discuss ways to improve financial services to the clients of the accounting firm.