Chase Matt-hugh Morris

1.) WORLD CLASS RETIREMENT GROUP, INC. DBA SEARS WEALTH MANAGEMENT & INSURANCE SOLUTIONS; YES INVESTMENT RELATED; 12487 NORTH MAINSTREET SUITE 240, RANCHO CUCAMONGA, CA 91739; INSURANCE SALES; INSURANCE PROFESSIONAL; START DATE 01/2022; APPROX 80 HRS/MONTH; APPROX 4 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) LAW OFFICE OF CHASE M. MORRIS; NO INVESTMENT RELATED; PO BOX 3475, LOGAN, UT 84323; LAW PRACTICE; SOLO PRACTITIONER/ATTORNEY; START DATE 01/2022 APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; PROVIDING INDEPENDENT ATTORNEY/LEGAL SERVICES. 3.)CLARITY TAX PARTNERS, LLC POSITION: Officer/Member NATURE: Clarity Tax Partners, LLC will provide tax strategies and tax planning services, and a limited number of tax returns for a modest fee. We will contract these services through licensed CPA and enrolled agents through United Cloud Partners Services. As mentioned previously, Clarity Tax Partners, LLC and Sears Wealth Management and Insurance Services are separate companies. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/23/2023 ADDRESS: 601 21st Street, Suite 300, Vero Beach FL 32960, United States DESCRIPTION: I hold the position of an officer and own a 25% stake in this company. In my role, I am tasked with delivering efficient strategies to our clients, assisting them in their comprehensive financial planning and retirement objectives. Additionally, I collaborate closely with CPAs and enrolled agents affiliated with United Cloud Tax Partners Services, who furnish us with the essential Tax Solutions required for our services.