Gerald Keith Delk

1) Rutgers University 33 Livingston Avenue New Brunswick NJ 08901 Other Employee 9/1/2016 30hrs~30hrs Adjunct professor responsible for creating and delivering content for finance and accounting courses. 2) Principal TBD~TBD~NJ~11111~Insurance Agent~Agent~7/10/2020~5hrs~5hrs~Provide group life insurance to business clients. 3) WELLINGTON STREET ADVISORY GROUP POSITION: Managing Director NATURE: DBA used for advertising investment services offered by me through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/30/2020 ADDRESS: 10 West Kincaid Drive, West Windsor NJ 08550, DESCRIPTION: This is a request to use Wellington Street Advisory Group to market the services offered by me through Avantax, which includes activiites such as prospecting, education, financial planning, investments, retirement planning, and life insurance. 4)CHURCH PENSION GROUP POSITION: Vice President Education NATURE: Porvide non investment financial education to Episcopal Clergy and Lay employees. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/29/2021 ADDRESS: 19 East 34th Street, New York NY 08550, United States DESCRIPTION: Lead team in the creation and delivery of financial education materials for the benefit of the Episcopal church's Clergy and Lay employees.