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) Vision Globale Inc; Member; V????n Gl?b?le Inc ?m?l?m?nt? a r?ng? ?f ?nv?r?nm?nt-r?l?t?d ?r?gr?mm?? and ?n?t??t?v?? through ??rtn?r?h??? w?th th? P???l?, Publ?c, ?nd Pr?v?t? ???t?r? to address pressing environmental and healthcare challenges across the African continent.; No; 1; 1; 09/30/2023; 16701 Melford Blvd Bowie MD 20715; I serve as the official recipient of legal documents for the corporation. This includes: Service of process (lawsuits or legal notices)tax notifications, compliance reminders from the Maryland State Department of Assessments and Taxation. 2) Intuit Inc; TurboTax Verified Pro; Intuit offers a comprehensive suite of services designed to assist taxpayers in preparing and filing their taxes. TurboTax Verified Pros are independent tax professionals vetted by Intuit. As a TurboTax Verified Pro, I offer customized tax preparation services, often providing more flexibility and specialized expertise compared to standard TurboTax offerings. Users can choose to work with me through the TurboTax platform.; No; 5; 5; 03/25/2024; 16701 Melford Blvd Bowie MD 20715; Client Engagement: Connect with clients referred by Intuit, conduct introductory consultations, and understand their unique tax situations.Tax Preparation and Filing: Prepare, review, and file individual and business tax returns using Intuit's software, ensuring accuracy and compliance with current tax laws.Document Management: Utilize Intuit's tools to securely collect and manage client documents, reducing manual data entry and streamlining the preparation process.Year-Round Support: Offer ongoing tax advice and support to clients, including assistance with IRS audits and notices.Continuous Learning: Stay updated on tax law changes and expand expertise in areas like cryptocurrency transactions, rental properties, and small business taxation. 3) Robert Half; Principal Consultant; Robert Half is a global employment agency specializing in finance, accounting, technology, and other fields. Robert Half's Baltimore MD office connects qualified candidates with employers in the Baltimore area.; No; 80; 80; 01/21/2025; 500 E Pratt St Baltimore MD 21202; Plan, lead and execute complex government performance and financial audit assignments for the City of Baltimore (a Robert Half client).� Communicate audit findings to City management and draft comprehensive and complete report of audit area. Review the work of junior auditors and provide them with constructive feedback. 4) BARKY LLC; Member; Provide CPA, bookkeeping and tax services as well as general tax guidance to businesses and individual clients.�; No; 70; 40; 05/01/2023; 17121 Russet Drive Bowie MD 20716; Maintain financial records of clients using QuickBooks. Prepare, compile and review financial statements for clients. Provide guidance and advice to clients. Develop business and marketing plans for the practice. Resolve any issues with clients and/or regulators. 5) NAME OF OTHER BUSINESS: BARKY LLC DBA BARKY ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;