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.
(1)Name of the other business: Rental Properties ; Whether the business is investment-related: No ; Address of the other business: ; Nature of the other business: Rental Properties ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 10/1/2003 ; The approximate number of hours/month you devote to the other business: <10% ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Owner and Manager of multiple rental properties (2)Name of the other business: Chamber Arms Manufacturing ; Whether the business is investment-related: No ; Address of the other business: 3405 Keating Road Pensacola, FL 32504 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Shareholder/Investor ; The start date of your relationship: 3/1/2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Own 5% of this Firearms and Ammunition manufacturing company. (3)Name of the other business: Emerald Dolphin HOA ; Whether the business is investment-related: No ; Address of the other business: 850 Fort Pickens Road Pensacola Beach, FL 32561 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 8/15/2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Treasurer of HOA in combination with Management Company, MyHomeSpot (4)Name of the other business: White Sands Cottages HOA ; Whether the business is investment-related: No ; Address of the other business: 509 Fort Pickens Road Pensacola Beach, FL 32561 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 7/1/2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Treasure for HOA, very small HOA (5) Name of the other business: Krewe of Andres de Pez Whether the business is investment-related: No Address of the other business: PO Box 252, Pensacola, FL 32591 Nature of the other business: Board Membership Your position, title, or relationship with the other business: President The start date of your relationship: Jan 01, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: President of the Krewe of Andres de Pez, a social mardi gras organization in Pensacola FL. Membership of 290 people, I run the day to day administration of the krewe and the Board of Directors. (6) Name of the other business: David B. Larse, INC Whether the business is investment-related: Yes Address of the other business: Pace, FL 32571 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: Apr 30, 2016 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: Formed an S-Corp in the State of Florida on advice from my CPA as a flow thru for monies earned at First Command only.