Daniel James Bartholomew

1) Preferred Planning Services - Not investment related; 106 E Main st. New Albany, OH 43054, Owner since Nov 2019 Approx Hrs Per Mth: 150 Hrs | Approx Trading Hrs Per Mth: 110 Hrs | Description of Duties: Sales and service of insurance products. 2) Preferred Planning Services -investment related; 106 E Main st. New Albany, OH 43054, Sales/Agent since Nov 2019 Approx Hrs Per Mth: 150 Hrs | Approx Trading Hrs Per Mth: 110 Hrs | Description of Duties: Sales and service of insurance products. 3) LOCAL CHAMBER OF COMMERCE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER/TRUSTEE- | ADDRESS: 2011 RIVERSIDE DR COLUMBUS OH 43221 | START DATE: 2016-01-01 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: I WILL BE 1 OF 12-15 BOARD MEMBERS TASKED WITH THE DEVELOPMENT OF THE UPPER ARLINGTON AREA CHAMBER OF COMMERCE: ADVISE ON MEMBER BENEFITS FOR THE CHAMBER, DATES, LOCATIONS AND TIMES FOR CHAMBER EVENTS THROUGHOUT THE YEAR.