Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NORCROSS, GA; START DATE: 02/2016][INSURANCE BROKERING AND THROUGH ASH BROKERAGE; 4720 PEACHTREE INDUSTRIAL BVLD. #5202 NORCROSS, GA 30071; START DATE 11/2014; INDEPENDENT CONTRACTOR; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS][Cath-Aid Inc; 1002 Winding Trail Evans, GA 30809; Start Date 01/2016; Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Passive investor][NYLARC Holding Company, Inc.; Reinsuring life insurance; 51 Madison Avenue, New York, NY 10010; Start Date 01/2018; shareholder; Investment Related; 1 hours per month; 1 hours per month during securities hours][Switchyards Neighborhood Clubs, LLC; passive investor; creates co-working spaces; 151 TED TURNER DR. NW Atlanta GA 30303; Start Date 06/2019; Investor; Not Investment Related; 0 hours per month][OTEMANU BROUGHTON INVESTORS, LLC; Passive Real Estate; 336 E Shipwreck Road Santa Rosa Beach, FL 32459; Start Date 12/2001; Investor; Investment Related; 0 hours per month][OPERATING UNDER THE DBA NAME OF GENFIDI, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NORCROSS, GA; START DATE: 02/2021][OTEMANU Mining Fund 2020 LLC; holds land; 4075 PEACHTREE DUNWOODY ROAD Atlanta GA 30342; Start Date 12/2020; Investor; Investment Related; 0 hours per month][Global Continence; Medical device ; 1385 N. Amanda Circle Atlanta, GA 30329; Start Date 08/2021; Passive Investor; Not Investment Related; 0 hours per month][OTEMANU TRR INVESTORS, LLC; private placement of real estate; 336 E Shipwreck Road Santa Rosa Beach, FL 32459; Start Date 12/2021; Investment Related; 0 hours per month] [Otemanu Ashley Forest Investors LLC; Passive private investor of real estate; 495 Grand Boulevard, Suite 206 Miramar Beach, FL 32550; Start Date 01/2023; Investment Related; 0 hours per month] [GenFi LLC-Dormant; 3655 Brookside Pkwy, #400, Alpharetta, GA, 30022; Start Date 01/2025; Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][BJ Yin Family Holdings, LLC - Dormant; 5012 Audley Ln Norcross GA 30092; Start Date 01/2025; Owner; Not Investment Related; 0 hours per month][1226 BOWERSVILLE HWY #4, LLC - Dormant; real estate assets.; 5012 Audley Ln Norcross GA 30092; Start Date 01/2025; Owner; Not Investment Related; 0 hours per month][Let's go Pickleball; Indoor pickleball facility ; 2011 Highway 54 West Peachtree City GA 30269; Start Date 09/2024; Investor; Not Investment Related][Nouri Life, LLC; Vitamin business; 801 Blacklawn Road Suite N Conyers, GA 30012; Start Date 12/2024; Investor; Not Investment Related; 0 hours per month][Rental Property - 1226 Bowersville Hwy #4 ; vacation property rental; 1226 Bowersville Hwy #4 Hartwell, GA 30643; Start Date 10/2025; Role/Title: Wife is owner of property; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]