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) ECONSULTING US INC POSITION: CFO NATURE: CLIENT OF MY ACCOUNTING PRACTICE THAT HAS FOREIGN SHAREHOLDERS, REQUIRED BY GA TO HAVE OFFICER THAT IS US CITIZEN ENTITY DOES VERY LITTLE BUSINESS AFTER FOUNDER PASSED AWAY AND NO LONGER HAS US EMPLOYEE(S) TO BE OFFICERS EeConsulting offers cloud solutions, HCM, QMS, RIMS, validation services, IT team and staff augmentation, and other IT services for multinational clients. With expertise in Life Science and Cornerstone OnDemand INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2020 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: My duties consist of overseeing the accounting and bookkeeping duties as well as preparing the annual tax returns. My brother was an original officer who was friends with the owners of the company in Poland. He established a US entity and I was chosen to the be accountant. My brother has since left the company but my position was not affected. The company currently does less than $50k per year in business. I attest to the fact that I will not serve as the FP of record on any accounts for the company or have any control over any brokerage accounts for the firm (currently or in the future). I also attest that I cannot offer any securities issued by the company or services from the company to your securities clients/prospects. I will not give securities related advice to the firm as well. 2) GATA ON WINTHROPE LLC POSITION: MEMBER NATURE: RESIDENTIAL RENTALS INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2024 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: OUTSOURCE INSRUANCE, COLLECT RENT, OVERSEE REPAIRS, BOOKKEEPING, BANK RECONCILIATION 3) GATA ON LIBERTY LLC POSITION: OWNER NATURE: RENTAL LLC FOR OFFICE BUILDING INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2021 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: SOURCE INSURANCE, OVERSEE REPAIRS, COLLECT RENT, BOOKKEEPING, BANK RECONCILIATION 4) JOHN L FULCHER CPA LLC POSITION: MEMBER NATURE: FULL SERVICE CPA FIRM PROVIDING ACCOUNTING, PAYROLL, TAX SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/22/2009 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: DAY TO DAY SUPERVISOR OF 10 EMPLOYEES, PAY EXPENSES, PREPARE TAX RETURNS, REVIEW FINANCIAL STATEMENTS, REVIEW PAYROLL JOURNALS, COLLECT REVENUE, REFERRING REPRESENTATIVE 5) FULCHER STATION INC POSITION: secretary NATURE: THIS WAS MY MOM'S CORPORATION THAT WAS USED BY HER TO WRITE TEXTBOOKS AND RECEIVE ROYALTIES. MY MOM PASSED AWAY IN FEB AND THE ENTITY WILL BE DISSOLVED ONCE THE ESTATE IS CLOSED INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2002 ADDRESS: 3168 Herndon Rd, Waynesboro GA 30830 DESCRIPTION: none 6) DSPSUCCESS LLC POSITION: MEMBER NATURE: ENTITY WAS SETUP TO PROVIDE ACCOUNTING AND PAYROLL FOR AMAZON DSP CLIENTS I HAVE NOT PURSUED ADVERTISING FOR CLIENTS SINCE INCEPTION INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2023 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: NONE ENTITY IS INACTIVE AT THIS TIME