Daniel Royer Harris

All businesses operate under the name of D.R. Harris & Co. Business 1: Income Tax Preparation, not investment related, 4210 Porte de Palmas #29 San Diego, CA 92122, Income Tax Preparation, Owner, Shares clients with investment advisory business, Started 3/2024. The work is seasonal with up to 150 hours a month in March and April during income tax season, 0-15 hours a month in January, February, June and September and 0-1 hour a month in all other months. During tax season up to 150 hours a month is devoted to tax preparation during securities trading hours. Outside of tax season anywhere from 0-15 hours a month of tax preparation work is done during securities trading hours. In May, July, August, October, November and December typically no time is devoted to income tax preparation. Business 2: Business Consulting and Business Owner Financial and Strategic Planning Services. Not investment related. 4275 Executive Square, Suite 200 La Jolla, CA 92037. Provides consulting with business owners on how to comply with regulations, understanding business tax obligations, and/or increasing profitability. Owner. May have some overlap in clients with D.R. Harris & Co. investment advisory business in the future but never had overlap in the past (as of 1/22/25) (ie. no one was simultaneously and investment advisory client or D.R. Harris & Co. and also utilizing business consulting services - they were either one or the other). Began 1/2023. 0-4 hours a month. 0-4 hours during security trading hours. Duties were to provide the services described above.