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 other business: Dominion Business Advisors LLC - Investment-related: no - Address: 15169 N. Scottsdale Rd. Suite 205, Scottsdale Arizona 85254 - Nature of the other business: Business consulting firm. - Position/title/duties: Founder; providing non-investment business consulting services to privately held business owners, with a focus on exit planning, succession readiness, strategic growth, and advisor coordination.- Start date: 06/2025 - Approximate number of hours per month devoted to other business: 80 - Number of hours devoted during trading securities hours: 60 2) - Name of other business: Dominion Insurance Advisors LLC - Investment-related: yes - Address: 15169 N. Scottsdale Rd. Suite 205, Scottsdale Arizona 85254 - Nature of the other business: Independent insurance agency. - Position/title/duties: Founder; providing insurance solutions to individuals, families, and business owners. - Start date: 07/2024 - Approximate number of hours per month devoted to other business: 24 - Number of hours devoted during trading securities hours: 20 3) - Name of other business: Chamoliner RE LLC - Investment-related: no - Address: P.O. Box 12241, Scottsdale, AZ 85267 - Nature of the other business: Real Estate Holding Company - Position/title/duties: Owner, Minority Partner; Perform market research for future business opportunities and consult with other members of the business regarding current and future business decisions. - Start date: 03/2023 - Approximate number of hours per month devoted to other business: 10 - Number of hours devoted during trading securities hours: 2 4) - Name of other business: HomeSmart LLC - Investment-related: no - Address: 8388 E Hartford Dr. Suite 100, Scottsdale, AZ 85255 - Nature of the other business: Real estate sales. - Position/title/duties: Real Estate Salesperson; operates as an independent contractor under the brokerage of HomeSmart LLC. Responsibilities include client representation, transaction coordination, property marketing, and investment property evaluation. All activities are conducted under the supervision and licensing of Homesmart LLC. - Start date: 03/2023 - Approximate number of hours per month devoted to other business: 12 - Number of hours devoted during trading securities hours: 10 5) - Name of other business: Bluu Door Hospitality LLC - Investment-related: no - Address: 2415 E Camelback Rd. Suite 600, Phoenix, AZ 85016 - Nature of the other business: Residential Rental Property Manager - Position/title/duties: Founder; perform market research for future business opportunities and consult with other members of the business regarding current and future business decisions. - Start date: 07/2019 - Approximate number of hours per month devoted to other business: 4 - Number of hours devoted during trading securities hours: 0