Trevor Rex Patching

1) NON-INVESTMENT RELATED: "ASSET WEALTH MANAGEMENT"; Delray Beach, FL; non-investment related; AN INSURANCE MARKETING ORGANIZATION (CO-OWNER AND MANAGING DIRECTOR)DAY TO DAY DECISION MAKING AND THE STRATEGIC DIRECTION OF THE COMPANY APPROX 40 HR WEEK. 2) The Atticus Group; Not Investment related; 2 W Market St,19382, West Chester, PA 1 B9382; Helps businesses design Non Qualified Plans such as SERP, Executive Bonus Plans etc. and offers life insurance solutions to fund the plans.; VP Business Development; 01/01/2022; Hours/Month: 20; Hrs during Trading Hrs: 20; Build and develop relationships with agents, brokers and potential Clients directly and introduce them to our services. I do write any business myself. 3) Annuity Depot.com; Not Investment related; 21397 Shannon Ridge Way, Boca Raton, FL 33428; Annuity Depot was originally owned by Asset Wealth Management. I sold this website for $1 to Leiser Financial. This company is owned by Bennet Leiser- a WEG IAR.; Position/Title/Relationship: Former owner. Still affiliated; Start Date: 04/01/23; approximate number of hours/month you devote to the other business; 20 hrs; Hrs during Trading Hrs: 20 Hrs; available to consumers to provide information and guidance on the subject of annuities which may lead to annuity sales of fixed and fixed indexed annuities only. 4) The LEB Group; Not Investment related; 21 E 2nd St, Fond Du Lac, WI 54935; Nature of the OBA: The LEB Group is a Health and Benefits Agency with 600 agents; Posn/Title/Relationship: Assist the Director of Life; Start Date: 10/02/23; Hours/Month for the OBA: 10 Hrs; Hrs during Trading Hrs: 5 Hrs; Duties: My role is to help the company drive Life Insurance sales from its existing agents that sell predominantly health and benefits to the under 65 market. My role is more of a mentoring role to the Director of Life. I have no day to day executive responsibility.