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) LA Property Group, LLC~'NIR'~6290 Abbotts Bridge Rd, Suite 304~Duluth~GA~30097~Rental Property Owner/Management~Partner/General Partner~5/14/2004~2hrs~0hrs~leased to my CPA practice 2) A. Michael Mirza, CPA, LLC~'NIR'~6290 Abbotts Bridge Rd, Suite 304~Duluth~GA~30097~Tax Preparation/Accounting~Tax Preparation/Accounting~9/1/1994~180hrs~20hrs~Sole Practitioner 3) GENERAL DURABLE POWER OF ATTORNEY POSITION: Attorney in Fact for Sam Nabil Mourad NATURE: Attorney in Fact for Sam N. Mourad with all the Powers listed in the General Durable Power Of Attorney document. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2021 ADDRESS: 703 Henley Fields Circle, Johns Creek GA 30097, United States DESCRIPTION: GENERAL GRANT OF POWER. To exercise or perform any act, power, duty, right or obligation whatsoever that the Grantor has or may hereafter acquire, relating to any person, matter, transaction or property, real or personal, tangible or intangible, now owned or hereafter acquired by Grantor, including, without limitation, the following specifically enumerated powers. Grantor grants to Agent full power and authority to do everything necessary in exercising any of the powers herein granted as fully as l might or could do if personally present, with full power of substitution or revocation, hereby ratifying and conforming all that my Agent shall lawfully do or cause to be done by virtue of this General Durable Power of Attorney and the powers herein granted. 4) LA PROPERTY GROUP, LLC POSITION: Partner/General Partner NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2004 ADDRESS: 703 Henley Fields Cir, Johns Creek GA 30097, United States DESCRIPTION: Office Space Rental/Leasing 5) A. MICHAEL MIRZA, CPA, LLC POSITION: Owner/Member of LLC NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 09/01/1994 ADDRESS: 703 Henley Fields Cir, Johns Creek GA 30097, United States DESCRIPTION: Sole Practitioner 6) GENERAL DURABLE POWER OF ATTORNEY POSITION: Attorney in Fact for Sam Nabil Mourad NATURE: Attorney in Fact for Sam N. Mourad with all the Powers listed in the General Durable Power Of Attorney document. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2021 ADDRESS: 703 Henley Fields Circle, Johns Creek GA 30097, United States DESCRIPTION: GENERAL GRANT OF POWER. To exercise or perform any act, power, duty, right or obligation whatsoever that the Grantor has or may hereafter acquire, relating to any person, matter, transaction or property, real or personal, tangible or intangible, now owned or hereafter acquired by Grantor, including, without limitation, the following specifically enumerated powers. Grantor grants to Agent full power and authority to do everything necessary in exercising any of the powers herein granted as fully as l might or could do if personally present, with full power of substitution or revocation, hereby ratifying and conforming all that my Agent shall lawfully do or cause to be done by virtue of this General Durable Power of Attorney and the powers herein granted. 7) ARIQ, LLC POSITION: Member of LLC NATURE: The purpose is to identify and purchase residential properties, renovate, and flip. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/09/2024 ADDRESS: 703 Henley Fields Circle, Johns Creek GA 30097, United States DESCRIPTION: Passive Investor 8) WEALTH & INVESTMENT STRATEGY EXPERTS OF ATLANTA POSITION: Owner NATURE: The d/b/a will be used to promote Investment Advisory & financial planning Services through Avantax.. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 03/20/2024 ADDRESS: 703 Henley Fields Circle, Johns Creek GA 30097, United States DESCRIPTION: Promote Investment and Retirement planning services.