Robert Baldacci

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 6/28/2000 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELL LIFE, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: ROBERT BALDACCI; INVESTMENT RELATED: NO; ADDRESS: 380 BELLEGROVE DR MYRTLE BEACH, SC 29579; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 3. NAME OF OTHER BUSINESS: OHANA WEALTH MANAGEMENT DBA INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISOR OFFERING INVESTMENTS TO MEET FINANCIAL NEEDS OF CLIENTS. ADVISING CLIENTS ON INVESTMENT PRODUCTS AND INVESTMENT RELATED SERVICES. THIS INCLUDES RETIREMENT PLANNING, INVESTMENTS, AND INSURANCE SERVICES. START DATE: 5/2021 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR PROVIDING INVESTMENT ADVICE UNDER OHANA WEALTH MANAGEMENT.; 4. NAME OF OTHER BUSINESS: ROBERT D BALDACCI, INC., INVESTMENT RELATED: YES, ADDRESS: 288 PEARL ST, SUITE 101, MONTEREY, CA 93940, NATURE OF BUSINESS: S CORP, START DATE: 05/2021, POSITION/TITLE/RELATIONSHIP: OWNER/CEO, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CORP. FOR EXPENSE MANAGEMENT OF SECURITIES BUSINESS ; 5. NAME OF OTHER BUSINESS: BUSINESS NETWORK INTERNATIONAL; INVESTMENT RELATED: NO; ADDRESS: 5214 - F DIAMOND HEIGHTS BLVD #629 SAN FRANCISCO,CA 94131; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: TREASURER/SECRETARY; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT MEMBERSHIP FEES, REIMBURSE MEMBERS FOR EXPENSES ASSOCIATED WITH WEEKLY MEETINGS, PROVIDE WEEKLY UPDATES TO GROUP;