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) STEPHEN T. OLSON (STEPHEN T. OLSON, INC.), REAL ESTATE LICENSE - 01/2007 TO PRESENT; POSITION: PRESIDENT; PERSONAL REAL ESTATE LICENSE - STEPHEN T. OLSON HOLDS AN ACTIVE REAL ESTATE LICENSE FOR PERSONAL USE; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 2 HOURS PER WEEK, 2 HOURS PER WEEK DURING TRADING HOURS; PERSONAL REAL ESTATE LICENSE USED FOR PERSONAL REAL ESTATE TRANSACTIONS AND RELATED BUSINESS ENTITY FOR PERSONAL REAL ESTATE TRANSACTIONS. 2) AWP INSURANCE, L.L.C. - 11/2023 TO PRESENT; POSITION: LICENSED LIFE AND HEALTH INSURANCE AGENCY; LIFE, HEALTH, AND VARIABLE ANNUITY AGENT AND PRESIDENT; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201 JUPITER, FL 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; SALE OF LIFE, HEALTH, AND VARIABLE ANNUITIES. 3) STO-RE HOLDINGS, LLC - 09/2021 TO PRESENT; PERSONAL REAL ESTATE HOLDING COMPANY; POSITION: OWNER; INVESTMENT RELATED; YES; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; OVERSIGHT AND MANAGEMENT OF PERSONAL REAL ESTATE HOLDINGS 4) OLSON WMG, LLC - 06/2017 - PRESENT; HOLDING COMPANY FOR AWP INSURANCE, LLC AND ATLANTIC WEALTH PARTNERS, LLC; POSITION: OWNER; INVESTMENT RELATED: NO; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; ENTITY FOR HOLDING INVESTMENT AND INSURANCE RELATED BUSINESSES 5) MONSTRO, INC. - 04/2021 - PRESENT; FINTECH START UP COMPANY; POSITION: FOUNDER AND CHIEF EXECUTIVE OFFICER; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; MANAGEMENT OF FINTECH SOFTWARE DEVELOPMENT COMPANY. 6) MONSTRO USA, LLC - 01/2024 - PRESENT; PAYROLL COMPANY FOR MONSTRO INC.; POSITION: AUTHORIZED SIGNER; INVESTMENT RELATED: NO; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; SUPERVISE PAYROLL ADMINISTRATION. 7) AWP RE GP, LLC - 08/2021 - PRESENT; GENERAL PARTNER AND MANAGER OF AWP RE FUND I, LP; POSITION: AUTHORIZED SIGNER; INVESTMENT RELATED: YES; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 20 HOURS PER WEEK; 5 HOURS PER WEEK DURING TRADING HOURS; OVERSIGHT AND MANAGEMENT OF AWP RE FUND I, LP REAL ESTATE PORTFOLIO. 8) VARIOUS SPECIAL PURPOSE VEHICLES AND HOLDING COMPANIES RELATED TO THE MANAGEMENT OF EQUITY AND DEBIT PORTFOLIO HELD BY AWP RE FUND I, LP (INCLUDING, WITHOUT LIMITATION, AWPRE ENCORE VIVE 2021, LLC AND AWPRE CITY CENTER 2021, LLC); POSITION: AUTHORIZED SIGNER; INVESTMENT-RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; MANAGEMENT OF EQUITY AND DEBT PORTFOLIO HELD BY AWP RE FUND I, LP.
