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.
Name of Business: Masterful Moissanite (K Saps LLC). Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: Online retail of men's jewelry specializing in moissanite items. Position/Title: Owner/Proprietor. Start Date: 11/28/2021. Approximate Hours per Month: 15. Hours During Trading Hours: 0. Duties: Managing inventory, website maintenance, customer service, and marketing for jewelry sales. Name of Business: Operations Assistant. Investment-Related: No. Address: [Insert your Secaucus work street address, Secaucus, NJ, Zip]. Nature of Business: Operational corporate business support. Position/Title: Operations Assistant. Start Date: [Insert Start Date]. Approximate Hours per Month: 160. Hours During Trading Hours: 160. Duties: Administrative operations and non-advisory business support duties. (Advisory responsibilities for Wright Financial Advisory LLC are strictly prioritized outside of conflicting tasks). Name of Business: Elevated Adonis LLC. Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: E-commerce retail athletic apparel business for tall men. Position/Title: Owner. Start Date: 11/01/2025. Approximate Hours per Month: 5. Hours During Trading Hours: 0. Duties: Web administration, inventory monitoring, and operational oversight. Name of Business: RSK Investments, LLC. Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: Passive, family-owned holding company for private family assets. Position/Title: Passive Member. Start Date: 06/01/2026. Approximate Hours per Month: 0. Hours During Trading Hours: 0. Duties: Passive member with zero active management or day-to-day operations. Name of Business: City On Lock LLC. Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: Inactive corporate shell entity with no active business operations or revenue generation. Position/Title: Principal. Start Date: 11/01/2025. Approximate Hours per Month: 0. Hours During Trading Hours: 0. Duties: None; corporate shell is completely inactive. Name of Business: Social Media Content Creation. Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: Social media content creation focusing on general financial & macroeconomic commentary. Position/Title: Independent Content Creator. Start Date: 10/31/2025. Approximate Hours per Month: 20. Hours During Trading Hours: 0. Duties: Scriptwriting, filming, and editing educational videos for TikTok, Instagram, and YouTube.