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) Michael K P Price; Accountant/Bookkeeper; Accounting, NIR, HRS 178; HRS 178; 3/6/2015; 30 Wilson Rd Humble TX 77338; Pres. & Owner of MKP-Price & Co. PC 2) MKP-Price & CO., P.C~~Humble,TX~Tax Preparation/Accounting~Pres. 1/1/89~160hrs~120hrs~100% shareholder/director/pres/secretary 3) Price Financial LLC~Humble,TX~Other~9/1/15~30hrs~1hrs; Mktg Name for Avantax 4) MASON AHS LLC; MANAGING MEMBER DIRECTOR; PRSNL HUNTING LEASE~NIR~1HR~0hr; 6/01/06; Humble TX; ACCOUNTING FROM THE CPA OFFICE 5) DBA PRICE FAMILY PARTNERSHIP LTD., NAP PRICE FAMILY~Other~Other~IR~1HR~0HR; 9/27/14; Humble, TX; Managing property owned by me & my siblings property & investments 6) PLEIADES LLC; Partner/General Partner; Other ~NIR~1HRS~0HRS~ 9/27/14; Humble, TX; General Partner Performs services for my CPA firms 7) MLKE PARTNERS LTD; Partner/General Partner; Rental Property Owner/Management~IR~1HR~1HR~ 9/27/14; Humble, TX; General Partner Manage a building 8) MICHAEL K P PRICE LREB; Owner/Sole Proprietor; Real Estate/Mortgage/Title Services/Appraisal~IR~1HR~0HR~ 9/27/14; Humble TX; To enhance my CPA practice & sometime sell or buy real estate 9) MICHAEL K P & LINDA PRICE OIL & GAS; Owner/Sole Proprietor; Oil/Gas Exploration~NIR~1HR~0HR~ 9/29/14; Humble, TX; Working Interest Owner of 1%, make elections but an operator makes all the day to day decisions 10) Michael & Linda Price Rental RealEstate; Owner/Sole Proprietor; Rental Property Owner/Management; IR; HRS1; HRS 0; 09/29/2014; 30 Wilson Rd Humble TX 77338; We own buy sell and rent real estate for investment income 11) MLKE MGT, LLC; Manager; Owns/Manages rental property; NIR~1HR~0HR;12/01/20; Humble TX; signing for legally binding actions, opening & maintaining bank and investment accounts, Maintaining assets, Collecting sums due, paying debts & obligations 12) KINGWOOD DANCE THEATRE; TAX RETURN PREPARER; TAX RETURN PREPARER FORMER Board Position/Officer~NIR~1HR~1HR~06/20/13; Kingwood TX; ACCOUNTING RESOURSE AS A CPA 13) HUMBLE AREA ECONOMIC DEVELOPMENT FOUNDATION INC; TAX RETURN REPORTING; TAX REPORTING, OR RELATED ACCOUNTING SERVICES; NIR; HRS 1; HRS 1; 01/01/93; Humble TX; TAX RETURN PREPARATION REPORTING 14) COLDSPRING METHODIST CHURCH; Volunteer; Volunteer help where needed for church related activities~NIR~2HR~1HR; 06/28/23; 1 Cemetery Rd, Coldspring TX 77331; General organization services, running of the Church & record keeping. 15) ROTARY CLUB OF LAKE HOUSTON FOUNDATION, INC. (ROTARY INTERNATIONAL); COMMUNITY SERVICES BY GIFTS TO IT AND COMMUNITY IN THE LOCAL COMMUNITY & WORLD WIDE; NIR~1HR~1HR~08/24/98; 30 Wilson Rd, Humble TX 77338; THROUGH THE CPA PRACTICE 16) CAPTAIN SWIM FOUNDATION INC; DIRECTOR / TREASUER; Board Position/Officer; NIR; ; 09/06/2017; 1903 LAZY GROVE DR kingwood TX 77339; INACTIVE, HANDLED THROUGH CPA OFFICE 17) Alba M Jessop ILIT; Trustee; Fiduciary Appointment; NIR; HRS 0; HRS 0; 05/09/2001; 30 Wilson Rd Humble TX 77338; Duties include collecting gifted funds and transferring them. 18) ROTARY INTERNATIONAL - ROTARY CLUB OF LAKE HOUSTON AREA; MEMBER OF ROTARY INTERNATIONAL HUMBLE CLUB NO OWNERSHIP; SERVICE PROJECTS ONGOING BOOKKEEPING; NIR; HRS 1; HRS 1; 04/01/1984; 30 Wilson Road, Humble TX 77338; LEARNING ABOUT THE COMMUNITY 19) Monroe & Price, PLLC; Partner; accounting, bookkeeping, tax preparations, certified public accounting and related.; NIR;HRS 8; HRS 1; 06/23/2023; 30 Wilson Road Humble TX 77338; Other - 38% shareholder, member. Selection of clients CPA services to engage, CPA services, Scheduling, management and support services