Edgar Javier Jimenez Mora

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2020 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 15 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: EL RANCHITO INVESTMENT RELATED: NO ADDRESS: 281 N MAIN STREET BISHOP, CA 93514 NATURE OF BUSINESS: RESTAURANT START DATE: 05/2018 POSITION/TITLE/RELATIONSHIP: GENERAL MANAGER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: EL RANCHITO IS FAMILY RESTAURANT, MY MAIN ROLE AND RESPONSABILITIES ARE TO MANAGE BUSINESS COSTS, ANALYZE BUSINESS PERFORMANCE 4. NAME OF OTHER BUSINESS: MORA ADMINISTRATIVE MANAGEMENT INVESTMENT RELATED: NO ADDRESS: 3766 SWIFT AVENUE APT 12 SAN DIEGO, CA 92104 NATURE OF BUSINESS: START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: STREAMLINE BUSINESS PROCESSES AND PERFORMANCES. APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: OPERATIONAL ASSESSMENT: EVALUATION PRACTICES AND OFFER PROCESSES FOR IMPROVEMENT. ANALYZE UNIQUE BUSINESS NEEDS, STREAMLINE OPERATIONS AND ENHANCE PRODUCTIVITY. 5. NAME OF OTHER BUSINESS: FINANCIAL HAUS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE COMPREHENSIVE FINANCIAL PLANNING, INVESTMENT AND INSURANCE ADVICE TO CLIENTS. 6. NAME OF OTHER BUSINESS: BNI ALL STARS; INVESTMENT RELATED: NO; ADDRESS: 2640 FINANCIAL CT, SUITE B, SAN DIEGO, CA 92117; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: SECRETARY / TREASURER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COORDINATE THE VISITOR HOST TEAM TO ENSURE GUESTS HAVE A WELCOMING EXPERIENCE & MANAGE FINANCES;