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: Army Reserve/business is investment-related: No /Address of the other business: 1555 Suehiro Rd, Ft. Shafter Flats, Honolulu, HI 96819 /Nature of the other business: Military /Your position, title, or relationship with the other business: Chemical, Biological, Radiological, and Nuclear Warrant Officer /start date of your relationship: Aug 18, 2006 / approximate # of hours/month to the other business:11 to 20 /# of hours to the other business during securities trading hours:6 to 10 / duties relating to the other business: I advise commanders on Hazard mitigation strategies, train Soldiers on decontamination and protection, and develop response protocols for WMD responses. (2) Name of the other business:Glow / business is investment-related: No / Address of the other business: 730 W 900 S, Salt Lake City, UT 84104 / Nature of the other business: Employment /Your position, title, or relationship with the other business:Yoga Teacher/ start date of your relationship: Oct 04, 2025 / # of hours/month to the other business: 1 to 5 / # of hours to the other business during securities trading hours: None / duties relating to the other business: I teach yoga and help with administrative functions at the studio. (3) Name of the other business: Corepower Yoga Foothill /business is investment-related: No /Address of the other business: 1440 Foothill Dr., Ste 250, Salt Lake City, UT 84108 /Nature of the other business: Employment /Your position, title, or relationship with the other business: Yoga Teacher / start date of your relationship: May 01, 2024 / # of hours/month to the other business: 1 to 5 / # of hours to the other business during securities trading hours: 1 to 5 / duties relating to the other business: I teach yoga and help with administrative functions at the studio. (4) Name of the other business: Corepower Yoga Trolley /business is investment-related: No /Address of the other business: 602 E 500 S, Ste P101, Salt Lake City, UT 84102 / Nature of the other business: Employment /Your position, title, or relationship with the other business: Yoga Teacher / start date of your relationship: May 01, 2024 / # of hours/month to the other business: 6 to 10 / # of hours to the other business during securities trading hours: None /duties relating to the other business: I teach yoga and help with administrative functions at the studio. (5) Name of the other business: Corepower Yoga Highland /the business is investment-related: No /Address of the other business: 3142 Highland Dr, Ste A6, Salt Lake City, UT 84108 /Nature of the other business: Employment /Your position, title, or relationship with the other business: Yoga Teacher /start date of your relationship: May 01, 2024 / #of hours/month to the other business: 6 to 10 / #of hours to the other business during securities trading hours: None /Briefly describe your duties relating to the other business: I teach yoga and help with administrative functions at the studio. (6) Name of the other business: Real Estate/Rental Property business is investment-related: No Address: 316 Babe Dr. Louisville KY, 40118 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Property Owner start date of your relationship: Oct 01, 2017 #of hours/month to the other business: 1 to 5 #of hours to the other business during securities trading hours: None Briefly describe duties: property owner (7) Name of the other business: Bouldering Project business is investment-related: No Address of the other business: 660 S 400 W Suite 600 Salt Lake City, UT 84101 Nature of the other business: Employment Your position, title, or relationship with the other business: Yoga Teacher start date of your relationship: Sep 30, 2025 # of hours/month to the other business: 6 to 10 #of hours to the other business during securities trading hours: None Briefly describe duties: I teach two classes per week