Jason Lee Mccaleb

1. 05/15/2013 - Jason McCaleb - INV REL - Real Estate Rental - 1% TIME SPENT - Owner 2. 07/18/2013 - McCaleb Wealth Management - - INV REL - AT REPORTED LOCATION - DBA for SharpePoint, LLC; investment related: Yes; 1630 E White Mountian Blvd, Unit D-3, Pinetop, AZ 85935; This is a DBA for any and all financial planning / investment business done through SharpePoint - the RIA.; Financial Advisor; This position entails new business, provides financial planning support to clients, prepares financial plans for clients, client reviews/meetings, managing client investment accounts.; 2018-04-20; Hours devoted to business during trading hours: 160; Hours devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 100. 3. 12/29/2014: BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - NORTHERN ARIZONA WEALTH MANAGEMENT - STARTED 10/07/2011 - INVESTMENT RELATED - 1 HR/MO NONE DURING SECS TRDG HRS - 1630 E. WHITE MOUNTAIN BLVD. UNIT D3, PINETOP, AZ 85935. 4. Owner; RM Alliance; Investment Related: No; Location: 85935; Description of the business: Consulting; Responsibilities Duties: Provide financial advice consulting to Neal Rantrom CPA; Start date with business: 2021-02-16; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: .5;