David Wilson Serfass

1 -- 5/2000-PRESENT; SERFASS & SERFASS PC; 2010 W. BROAD ST. BETHLEHEM, PA 18018; PRESIDENT CPA; TAX AND ACCOUNTING PROJECT; 75%; SALARY. 2 -- LATITUDE ADVISORS, LLC, INVESTMENT ADVISOR REPRESENTATIVE, 2010 W. BROAD STREET, BETHLEHEM, PA 18018, START DATE: 01/2010, CURRENTLY INACTIVE, HOWEVER, I PLAN TO DEVOTE APPROXIMATELY 5% OF MY TIME TO THIS ACTIVITY AND WILL BE COMPENSATED ON A FEE BASIS. 3 -- PA INSURANCE AGENT POSITION: sole proprietor NATURE: selling of insurance products - fixed annuities, equity index annuities, LTC insurance, disability insurance, medigap insuranceand life insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/05/2008 ADDRESS: 2010 W Broad Street, Behtlehem PA 18018, United States DESCRIPTION: selling ofinsurance products - fixed annuities, equity index annuities, LTC insurance, disability insurance, medigap insuranceand life insurance. Completing paperwork for said transactions. 4 -- LANDLORD Is Not Investment Related, Rental Real Estate, one half owner of property, 2024-03-29, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation, "My mother recently passed on February 3,2024. I will be inheriting her one - half interest in the 2010 West Broad Street building that my CPA firm occupies and rents on a triple net lease basis. I will own half of this property in the future. The deed has not yet been transferred to me. I do not envision this requiring much time as it is a "self rental" , my CPA firm being the only tenant, i am in the building daily working at the accounting business and have been paying the bills under the triple net lease for years."