Ryan Engle

Business name: Blue Haven, CPA, Business Address: 1716 W Memorial Hwy Harmony, NC 28634, Position Held: Staff Accountant, Expected annual income: 50000, Compensation Type: Other, Hours Per Month: 40, Hours Per Month Trading: 0, Involvement status: ACTIVE, Start: 2026-02-01, Activity description: Prepare business & Personal tax returns. Potentially assist in sales & employee recruiting in the future, Investment Related?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative: NO, Is there an expectation to solicit other ownership or raise capital: NO, Is there a web presence : YES, Is there check-writing, trading authority/custody or control: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): . Business name: Independent Insurance Agency & Risk Management Services, Business Address: 1716 W Memorial Hwy Harmony, NC 28634, Position Held: Owner, Expected annual income: 100000, Compensation Type: Commission and Fee-based, Hours Per Month: 15, Hours Per Month Trading: 10, Involvement status: ACTIVE, Start: 2026-02-01, Activity description: Sell fee and commission-based investments (Insurance, Life Insurance, Health Insurance, Long Term Care, Disability, Supplemental Medicare)., Investment Related: Yes, Will this activity interfere with or compromise your responsibilities as a registered representative: No, Is there an expectation to solicit other ownership or raise capital: No, Is there a web presence: No, Is there check-writing, trading authority/custody or control: Yes, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): CEPA (Certified Exit Planning Advisor), Insurance (Life & Long term Care)