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) Name of the other business: Good Good Truckin LLC ; Whether the business is investment-related: No ; Address of the other business: 709 Sienna Valley Drive, Braselton, Ga 30517 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner Operator ; The start date of your relationship: Jun 23, 2023 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: 6 to 10 ; Briefly describe your duties relating to the other business: I have a small trucking company that I own. My duties are strictly administrative and typically requires around 5-10 hr/week of my time mostly to manage monies and handle phone calls. However, I am shutting this business down to focus on my financial advising career. The business is set up as an LLC by the name of Good Good Truckin LLC. I am the managing member of the company. I started the company about 1 year ago. The business address is the same as my home address (709 Sienna Valley Drive, Braselton, Ga 30517) (2) Name of the other business: Lauren Cameron; Rental Property ; Whether the business is investment-related: Yes ; Address of the other business: 709 Sienna Valley Drive, Braselton, Ga, 30517 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Landlord ; The start date of your relationship: Feb 01, 2018 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: 1 to 5 ; Briefly describe your duties relating to the other business: I also personally own 2 rental properties . I am self managed and coordinate all maintenance/administrative tasks myself. These properties are long term rentals and are mostly passive, but do require my time occasionally when maintenance issues crop up or when I turn over tenants. These properties are personally owned and not held in any type of entity as they were primary residences that I later turned into rental properties. My time commitment varies but could be estimated to be between 20 to 40 hours/year. The first property address is 95 Griffith Street, Winder, Ga I've owned that property for approximately 6 years and the other is located at 315 Hazel Street, Winder, Ga and I have owned it for a little over 3 years. (3) Name of the other business: GA Army National Guard ; Whether the business is investment-related: No ; Address of the other business: 245 E Savannah St, Toccoa, GA 30577 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: SGT ; The start date of your relationship: Oct 10, 2018 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: I am a sergeant with the Ga Army national guard. I am a non commissioned officer and a leader of soldiers. I lead soldiers in my detachment to perform construction ops and complete readiness duties as needed.