Elizabeth Rose Mead

1) Bozeman Rifle Club~'NIR'~999 North Black Ave~Bozeman~MT~59715~Board Position/Officer~Other~6/28/2017~1hrs~1hrs~I enter their bank transactions into their accounting software, takes notes at the annual meeting, and prepare their Form 990-N tax return. 2) Avantax Insurance Agency, LLC~'IR'~3200 Olympus Blvd~Coppell~TX~75019~Equity Indexed Annuity~Agent~10/13/2020~2hrs~2hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 3) BOZEMAN RIFLE CLUB INC POSITION: Secretary/Treasurer NATURE: This is a non-profit gun range. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 999 N Black Ave, Bozeman MT 59715, United States; DESCRIPTION: My duties include bookkeeping, preparation of the 990N tax return, and filing of the Montana Annual report. 4) TPTA LLC DBA TWIN PEAKS TAX & ACCOUNTING POSITION: Senior Partner NATURE: This activity will provide future services of accounting, tax, and payroll. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2022 ADDRESS: 103 Stiles Ave, Unit B, Belgrade MT 59714, United States DESCRIPTION: My future duties will include accounting, tax preparation, payroll processing, and wealth management. 5) ELEV8 FINANCIAL GROUP POSITION: Junior Partner NATURE: Elev8 provides accounting, tax, payroll, financial consulting, and wealth management services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2020; ADDRESS: 1871 S. 22nd. Ave., Suite A1, Bozeman MT 59718, United States; DESCRIPTION: My duties include accounting, payroll, and tax preparation.