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.
[Rental property; own a rental property and receive rental income from a tenant; 594 Macon Street Brooklyn NY 11233; start 01/2018; Owner; Rental Income; 1 hour per month, 0 during business hours; real estate related] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 95-25 Queens Blvd., 4th Floor, Rego Park, NY 11374; Start Date 01/2022; Role/Title: Owner; Investment Related; 30 hours per month; 16 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JD GROWTH FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; REGO PARK, NY; START DATE: 02/2022] [Jack and Jill of America, Inc. Brooklyn Chapter; Since 1938, Jack and Jill of America, Incorporated creates a medium of contact for children which will stimulate growth and development and provide children constructive educational, cultural, civic, health, recreational and social programs.; 1930 17th Street, NW Washington, DC 20009; Start Date 07/2021; Role/Title: Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; I will be on the Social and Budget Committees. The social committee plans fun activities for the member mothers to attend to get to know each other. I have been assigned to plan the Spring event. The budget committee supports the treasurer as she plans and present the budget to be voted on for the chapter. We act as her sounding board for any ideas or concerns she may have before her presentation.] [Notary Public; I hold a notary license but rarely use it. I renew it so I do not lose the license.; 95-25 Queens Blvd., 4th Floor, Rego Park, NY 11374; Start Date: 10/2021; Role/Title: License Holder; Not investment related; I have a notary license from being an attorney. I continue to hold the license so it will not expire. If it is ever used, I never charge for services. But is not not needed often.] [OTR Transportation Network, LLC; Truck transportation business.; 594 Macon Street, Brooklyn NY 11233; Start Date 10/2022; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; passive investor] [The Junior League of the City of New York, Inc. a/k/a New York Junior League; Flexible Accommodation committee; organization of women whose Mission is to advance women's leadership for meaningful community impact through volunteer action, collaboration, and training.; 130 E 80th St, New York, NY 10075; Start Date 06/2011; Role/Title: Member; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; assist with volunteer work such as playground improvement projects, attending volunteer training workshops and attending social and civic events] [AKA North Atlantic Regional Conference ; host an annual conference which is held within the region. I am a member of Cluster 3 which will be hosting the conference in CT on March 24 l- 27, 2025. Annually, one member is chosen to chair the conference.; P.O. Box 185213 Hamden, CT 06518; Start Date 06/2021; Role/Title: 2025 NARC Chairman; Not Investment Related; 12 hours per month; 2.5 hours per month during securities trading hours; assist in overseeing the planning and executing of the regional conference] [Alpha Kappa Alpha Sorority, Incorporated � (AKA); ad hoc Non Profit Committee. international service organization, was founded on the campus of Howard University in Washington, D.C. in 1908. It is the oldest Greek-letter organization established by African American college educated students.; 5656 Stony Island Avenue, Chicago, IL 60637; Start Date 11/1997; Role/Title: Member; Not Investment Related; 6 hours per month; 4 hours per month during securities trading hours; assist in planning and executing various community based programs]