James M Flick

1. I'm a practicing estate planning attorney. Compensated by salary, not commissions. 2. I'm a realtor. I don't actively work as a realtor. I've only sold my house and the house of a friend. Total commissions since becoming a realtor in 2018 amount to approximately $6,500. 3. Manager; Florida Probates, P.L.; Investment Related: Yes; Location:3700 S. Conway Road, Suite 200, Orlando, FL 32812; Description of the business: Florida Probates, P.L. is a law firm that specializes in probate administration.; Responsibilities Duties: Manage the company and its employees, advise clients, lead attorney in the business.; Start date with business: 2019-10-25; Hours devoted to business during trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 10 4. Manager; Lifeboat Trust Services LLC; Investment Related: Yes - Location: 3700 S. Conway Road, Suite 100, Orlando, FL 32812; Description of the business: Lifeboat Trust Services LLC provides professional trust protector and distribution adviser services.; Responsibilities Duties: Manage the company, provide trust protector and/or distribution adviser services to clients.; Start date with business: 2019-03-15; Hours devoted to business during trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1 - Location: 3700 S. Conway Road, Suite 200, Orlando, FL 32812; Description of the business: Law firm specializing in probates.; Responsibilities Duties: Manage the company and provide legal counsel on probates.; Start date with business: 2019-10-25; Hours devoted to business during trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 50 5. Manager; Lifeboat Trust Advisers LLC; Investment Related: Yes; Location: 3700 S. Conway Road, Suite 100, Orlando, FL 32812; Description of the business: Provides trust advisor services.; Responsibilities Duties: Manage the company and provide trust advisor services to clients.; Start date with business: 2019-03-15; Hours devoted to business during trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1 6. Manager; Lifeboat Trust Protectors LLC; Investment Related: Yes; Location: 3700 S. Conway Road, Suite 100, Orlando, FL 32812; Description of the business: Provides trust protector services.; Responsibilities Duties: Manage the company and provide trust protector services to clients.; Start date with business: 2019-01-22; Hours devoted to business during trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1