Sam Javanmard

Name: First Point Financial Management Investment Related: Yes Address: 23622 Calabasas Road #300 Calabasas CA 91326 Nature of Business: Registered Field Assistant; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Client Services Representative Start Date: 11/5/2018 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Assist the adviser with day to day operations Name: BLOOM HOME HEALTH CARE INC. POSITION: CEO NATURE: Home Health Care INVESTMENT RELATED: No # OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2022 ADDRESS: 22151 Ventura Blvd, Suite 204B, Woodland Hills CA 91364 DESCRIPTION: Responsible for company culture, financial performance, and patient care outcomes. Oversee day-to-day operations, and ensure all regulations are exceeded. Name: BLESSING COMMUNITY HEALTH CENTER POSITION: Treasurer NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 3972 N. Waterman Ave, #104, San Bernardino CA 92404 DESCRIPTION: I am responsible for ensuring that accurate and up-to-date financial records are kept, including receipts, expenditures, and other transactions. The treasurer is responsible for providing regular financial reports to the board of directors, including balance sheets, income statements, and cash flow statements. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/27/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: FIRST POINT FINANCIAL MANAGEMENTPOSITION: Financial Advisor NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 49 START DATE: 11/05/2018 ADDRESS: 23622 Calabasas Road #300, Calabasas CA 91326, United States DESCRIPTION: -Assist our clients and firm with day to day operations. Financial planning services to existing clients.