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) JMF PROPERTIES LLC, CLARENCE CENTER, NY, DBA EAST AMHERST PROFESSIONAL PARK, REAL ESTATE, NON-INVESTMENT RELATED, Owner of land at 6465 Transit Road, Williamsville, NY. 2) NOTARY PUBLIC SINCE 1990,1 HOUR PER YEAR. 3) FLOSS FAMILY JAEGERHIMMEL, LLC., TREASUER, SECRETARY, START 3/06,1 HOUR PER MONTH. 4) EMS GROUP AGENCIES, LLC,START 1/08. 5) BRISTOL VILLAGE, CLARENCE CENTER, NY, START 1/09, NON-INVESTMENT RELATED, 1% OF TIME DEVOTED TO ACTIVITY, Secretary, ATTEND BOARD MEETINGS. 6) BROTHER'S OF MERCY FOUNDATION, CLARENCE, NY, ACCEPTED VOLUNTEER POSITION 2008, 1% OF TIME DEVOTED TO ACTIVITY, NON-INVESTMENT RELATED, ADVISORY BOARD MEMBER. 7) INSURANCE SALES, AGENT, START 1082, 50% OF TIME DEVOTED TO ACTIVITY, SELL ALL LINES OF PERSONAL & COMMERCIAL INSURANCE PRODUCTS. 8) MOUNT CALVARY CEMETERY GROUP, CHEEKTOWAGA, NY, BOARD MEMBER, START 6/2015, 1% OF TIME DEVOTED TO ACTIVITY, TYPICAL BOARD RESPONSIBILITIES. 9) B&E PROPERTIES LLC, 9092 MAIN STREET, MEMBER SINCE 2016, 31% OWNERSHIP OF AN OFFICE BUILDING, RENTAL INCOME IN THE FUTURE. 10) EMS WEALTH MANAGEMENT, 9092 MAIN STREET, CLARENCE, NY, FINANCIAL ADVISOR SINCE 12/2019, 10 HOURS PER MONTH. 10) DBA: EMERLING, FLOSS, MURPHY & ASSOCIATES LLC, 9092 MAIN STREET, CLARENCE, NY, 41.4% OWNER, SINCE 7/1/20, INSURANCE SALES, SIGN CO. CONTRACTS, NO FUND DISP AUTHORITY, NOT-INVESTMENT RELATED, 120 HOURS PER MONTH.