Simon Singer

Busi Nm: Center for Tax, Strategies and Resources, LLC Investment Related: No Address: 2620 South Maryland Parkway, Suite 14-896 Las Vegas NV 89109 Nature of Business: Instructing advisors in areas of financial and estate planning, asset protection, philanthropic and retirement planning. Title: Founder and Instructor Start Date: 4/18/2019 Hrs/mth: 11% - 20% (17 - 32 hours) Duties: Instructor and part of the management team Busi Nm: BFHS Insurance Services, Inc. Investment Related: No Address: 4266 Valley Meadow Road Encino CA 91436 Nature of Business: Insurance Title: Owner and all board of directors roles. Start Date: 12/21/1992 Hrs/mth: 71% - 80% (113 - 128 hours) Duties: Sell life insurance products Busi Nm: Simon Singer Investment Related: No Address: 4266 Valley Meadow Road Encino CA 91436 Nature of Business: None of the Above Title: Author Start Date: 1/1/1980 Hrs/mth: 0% - 10% (0 - 16 hours) Duties: Writing portions of the books or providing content, not product related, for the books Busi Nm: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Title: Investment Advisor Representative Start Date: 4/4/2016 Hrs/mth: Up to 100% (0 to 160 hours) Hrs/mth during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Busi Nm: The Advisor Consulting Group Investment Related: Yes Address: 4266 Valley Meadow Road Encino CA 91436 Nature of Business: Insurance; Investment Advisory (RIA, IAR, Financial Planning, etc.) Title: Owner and all board of directors roles. Start Date: 12/21/1992 Hrs/mth: 100%+ (More than 160 hours) Hrs/mth during trading hours: 91% - 100% (127 - 140 hours) Duties: Sell life insurance products. Busi Nm: Investment Adviser Representative (IAR) Investment Related: Yes Address: 4266 Valley Meadow Road Encino CA 91436 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Title: Owner Start Date: 9/21/2012 Hrs/mth: 0% - 10% (0 - 16 hours) Duties: Assist clients Busi Nm: VMS, Inc. Investment Related: No Address: 4266 Valley Meadow Road Encino CA 91436 Nature of Business: Other Back Office Operations Title: Owner Start Date: 9/9/2002 Hrs/mth: 0% - 10% (0 - 16 hours) Duties: None at this time. Busi Nm: XEL Fianancial and Insurance Services, Inc. Investment Related: Yes Address: 4266 Valley Meadow Road Encino CA 91436 Nature of Business: Insurance Title: Owner and all board of directors roles. Start Date: 9/9/2002 Hrs/mth: 100%+ (More than 160 hours) Hrs/mth during trading hours: 91% - 100% (127 - 140 hours) Duties: Sell life insurance products. Busi Nm: ELITE PRODUCERS GROUP - SIMPLICITY GROUP POSITION: Life Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2024 ADDRESS: 86 Summit Avenue, Suite 303, Summit NJ 07901 DESCRIPTION: None. I pay an annual membership in order to be to able to use their contracts with different carriers.