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.
1. Emma Opportunity II; Partner/Member; Investment related: No; 308 W. EMMA AVE SPRINGDALE AR 72762 ; Responsibilities Duties: none; Start date: 2021-12-06; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Tom Lundstrum; Ownership 4.81%. 2. Emma Opportunity, LLLP; Partner/Member; Investment related: No; 417 MAPLE AVE, SUITE 201 Springdale AR 72764; Private Investment Group; Responsibilities Duties: none; Start date: 2019-06-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Tom Lundstrum; Ownership 5.63%. 3. Big Emma QOF, LLC: Investment Group, Partner/Member; 407 MAPLE AVE, Springdale AR 72764; Private Investment Group; Responsibilities Duties: none; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Tom Lundstrum; Investment related: Yes. 4.Park Street Opportunity LLC; Member; Investment related: No; 3409 E FREDERICKSBURG CIRCLE, FAYETTEVILLE AR 72703; Responsibilities Duties: none; Start date: 2019-12-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Don Harris; Ownership 22.83%. 5. GT Finance, LLC; Member; Investment related: No; 506 W LIBERTY AVENUE TONTITOWN AR 72762; Responsibilities Duties: none; Start date: 2021-01-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2; Contact person at the organization: Theresa Moore; Ownership 20%. 6. H3O Investments, LLC; Member; Investment related: No; 3409 E FREDERICKSBURG CIRCLE, FAYETTEVILLE AR 72703; Responsibilities Duties: Vice President/ Treasurer; Start date: 2016-01-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 20; Contact person at the organization: Don Harris; Ownership 33.33%. 7. Harris Insurance & Financial Services, LLC: co-owner, Vice President and licensed insurance agent; start date 01/2019. Company offers life, fixed and health insurance. Gary is not actively engaged in selling insurance but maintains his insurance license in case its needed for the company. Time spent: 1 hour per month, 0 during trading hours. Investment related activity.