Patrick John Caffrey

1. RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH CIRO, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. PATRICK CAFFREY IS LOCATED AT 555 BURRARD STREET, VANCOUVER, BC, V7X 1M8 AND HAS BEEN EMPLOYED SINCE 2012/06/27. HE IS A FULL TIME AGENT AND HIS TITLE WITH RJL IS "TAX & ESTATE PLANNER". HE DEVOTES 40 HOURS A WEEK TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. 2. RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. PATRICK CAFFREY IS LOCATED AT 555 BURRARD STREET, VANCOUVER, BC, V7X 1M8 AND HAS BEEN LICENSED WITH RJFP SINCE 2022/03/15. HE IS A FULL-TIME EMPLOYEE/AGENT. HE/SHE DEVOTES15 HOURS A WEEK TO THIS BUSINESS. HIS JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING. 3. Economic Advisory Committee for the City of Richmond is not investment-related and is located at 6911 No. 3 Road Richmond, British Columbia V6Y 2C1 Canada. To provide Council with feedback and advice on economic development strategic planning issues and initiatives. Patrick Caffrey's position is Volunteer and the start date of the business was January 1, 2019. He devotes 8 hours per year to this other business in the evenings. His duties are to attend 4 meetings per year and offer opinions on the Economic developments happening in the city of Richmond, BC.