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.
PERSONAL INVESTMENT & RETIREMENT PLANNING LLC POSITION: Member NATURE: Representative, Personal Investment & Retirement Planning LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2023 ADDRESS: 1183 Hwy 1 S, Lugoff SC 29078, United States DESCRIPTION: Financial Investments S&M ASSETS LLC POSITION: Member NATURE: LLC holds rental property used by Stokes & Messier LLC, the CPA Firm and Affiliate Office. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2023 ADDRESS: 1183 US-1, Lugoff SC 29078, United States DESCRIPTION: Top 5 duties include:1. Maintain lease,2. Collect rent,3. Communicate with renters as needed,4. Ensure property is well maintained, and5. Ensure all bills are paid. ANTHONY MESSIER CPA, LLC POSITION: sole proprietor NATURE: This entity is inactive. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2016 ADDRESS: 3873 Red Hill Road, Camden SC 29020, United States DESCRIPTION: No duties - This entity is inactive STOKES & MESSIER LLC POSITION: Member NATURE: This is my CPA firm. I am a 50% partner in this business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 50 START DATE: 11/13/2017 ADDRESS: 1183 US-1, Lugoff SC 29078, United States DESCRIPTION: Accounting. TIMBER & PINE STRAW FARMING POSITION: Sole Proprietor NATURE: .These are reported as income to me on 1099-MISC and my tax return as appropriate. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2010 ADDRESS: 3873 Red Hill Rd, Camden SC 29020, United States DESCRIPTION: This is an agricultural activity to manage forest land for timber production and pine straw SOUTH CAROLINA COTTON MUSEUM HOME OF THE LEE COUNTY VETERANS MUSEUM POSITION: trustee NATURE: Providing public tours, hosting events, providing office space for the Veteran's Affairs Office, and renting space for private functions in downtown Bishopville, South Carolina. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 121 West Cedar Lane, Bishopville SC 29010, United States DESCRIPTION: My top 5 duties as a member of the board are:1. Attend all regular and called meetings2. Vote on matters before the board3. Advocate for the Museum to the general public4. Support the annual events that generate funds for the Museum ie Fall Wild Game Supper and Spring Auction, and5. Support the Museums financially through donations of personal time or funds. THOMAS SUMTER EDUCATION FOUNDATION INC POSITION: Trustee, Treasurer NATURE: This entity is an autonomous, IRS certified, charitable 501c(3) organization established to solicit donations from the general public to support Thomas Sumter Academy, Inc, a local, independent, non-publicly funded, 501c(3), K-12 grade school located in Dalzell, South Carolina. Funds are used to supplement funding for education materials, curriculum enhancement, financial aid for students, and salaries as well as necessary educational equipment, buildings and grounds. The entity works in coordination with but autonomously of the Thomas Sumter Academy Board of Trustees. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: Thomas Sumter Academy, 5265 Camden Hwy, Rembert SC 29128, United States DESCRIPTION: As a member of the board and trustee, my top 5 duties are:1. Attend meetings as scheduled of the board2. Provide advise related to decisions brought before the board3. Publicly promote the Foundation as a means to support the Academy4. Seek out additional members to join the organization and the board, as we are in our growth phase.5.Oversee the bank account, at this time ther is no brokerage or investment account associated with this activity, only a simple checking account.