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.
- Name of other business: Crane Consulting Solutions LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Ongoing consulting and training for organizations - Position/title/duties: Strategic Consultant; Provide strategic consulting services to various organizations, including guidance in the areas of strategy, training and development, organizational change, process improvement, automation, and education. - Start date: 01/2018 - Approximate number of hours/month devoted to the other business: 80 - Number of hours devoted during securities trading hours: 3 - Name of other business: 360 Veteran LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Medical services company - Position/title/duties: Founder & CEO; Provide medical documentation and support services to military veterans in connection with their VA disability claims. - Start date: 06/2020 - Approximate number of hours/month devoted to the other business: 80 - Number of hours devoted during securities trading hours: 5 - Name of other business: Steven Crane LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Personal brand/internet personality company - Position/title/duties: Author & Speaker; Engage in public speaking, author and publish books and articles, conduct independent research, and appear as a guest on radio shows and podcasts. - Start date: 01/2023 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0 - Name of other business: Veteran Roadmap 501(c)(3) - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Non-profit that assist veterans - Position/title/duties: Founder & Executive Director; Meet with veterans around the world to provide mentorship and guidance, and assist them by connecting them with appropriate organizations, resources, or individuals to help meet their personal and professional needs. - Start date: 11/2023 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0 - Name of other business: CivDiv Connect LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Professional Network/Resources/Referral Group for veterans - Position/title/duties: Founder & CEO; Facilitate small networking groups and informal connections between veterans and civilian professionals who can assist them in areas such as career development, health, life planning, and other specialized professional services. - Start date: 06/2025 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0 - Name of other business: Trinity Wellness Coaching LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Mind/Body/Spirit Coaching service - Position/title/duties: Life Coach; Provide professional coaching services to high-performing individuals in one-on-one and group settings. Coaching is centered on the integration of mind, body, and spirit to support personal growth, performance, and well-being. - Start date: 06/2025 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0