Candace Lenae Lathan

YARASH INSURANCE SOLUTIONS INC. POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 10/16/2024 ADDRESS: 4370 La Jolla Village, Suite 1025, San Diego CA 92122 DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **LANCER FINANCIAL COLLECTIVE POSITION: Industry Mentor NATURE: Mentorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 9/1/2018 ADDRESS: 8432 Magnolia Ave, Riverside CA 92504 DESCRIPTION: As part of California Baptist University, I participate in a student run Investment Group, under the umbrella of the Lancer Financial Collective, as an Industry Mentor. This club is sponsored by Dr. Adele Harrison, Professor and Program Director for the B.S. In Finance Major. Dr. Harrison reached out to me as an Alumni whom she taught in my MBA program knowing that I had entered the investment industry. My role as a mentor consists of: helping those undergraduate students looking to attain a finance degree. The investment group is their opportunity to work with industry mentors to learn to think as advisors and better understand the role/profession. A typical discussion during the quarterly meetings would contain students presenting their agreed upon investment plan. In this meeting they look to the industry mentors for affirmation of their findings, our role is to ask questions and challenge them to use all the tools and research available to them prior to taking action. This group began with a donation from a member of the Board of Trustees in spring 2016. Since then, with donations and returns, the portfolio balance has grown to just over $200,000. The funds are held at Fidelity. The University representatives that can trade on the account are Mark Howe, CFO, Shelly Murley, AVP of Accounting, and Adele Harrison. At this point, the students collect the mentor feedback and determine amongst themselves how they desire to proceed. There are no secrets shared, no check writing privileges, and those conversations had with mentees are never discussed outside the group with peers or members. I understand as a financial professional, my fiduciary responsibility to my clients, and at no time will I ever violate this charge. **HABITAT FOR HUMANITY POSITION: Board of Director/Chaplain NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 1/1/2021 ADDRESS: 41615 Winchester Rd. Suite 214, Temecula CA 92091 DESCRIPTION: We as a Board govern the high-level function of the affiliate and those who we extend homeownership through. We volunteer time, fundraise, and meet to discuss and approve the organization's budget and how we structure homeownership for our families. **C&E CONSULTANTS, LLC POSITION: Co-owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 03/05/2025 ADDRESS: 8310 Nelson Way, Escondido CA 92026 DESCRIPTION: The LLC provides coaching to business owners who may need it. Coaching offered through this LLC will not have any securities or insurance pieces to it. Will be working with business owners related to their strategic partnerships, personal and business visions with goal management in mind. Will also problem solve any business owner roadblocks that might arise.