Brett Conrad

Employer firm

Longboard Capital Advisors, LLC CRD 134550

$10.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Longboard Capital Advisors, Llc
  Ivins, UT
• 12/2021 → Present
  Lightyear Aviation
  Ivins, UT
• 02/2020 → Present
  Mellitus Health, Inc.
  Los Angeles, CA
• 12/2001 → Present
  Conrad Group Inc Dba Lightyear
  Ivins, UT
• 09/2021 → Present
  Swiftmerge Acqusition Corp
  George Town
• 03/2020 → Present
  Faraday Labs, Inc
  Santa Monica, CA

Other Businesses

-Blue Earth Fund, LP - Investment Related - 554 Tearasinab Way Ivins, UT 84738 - Pooled Fund - Managing Member, General Partner (Longboard Capital is the General Partner of Blue Earth Fund, LP) - Since January 1, 2006 - 60 Hours/Month - 60 Hours/Month during trading hours - Chief Investment Officer, Compliance and Operations Manager -Conrad Group Defined Benefit Plan - Investment Related - 554 Tearasinab Way Ivins, UT 84738. Chief Investment Officer. Since January 1, 2018 - 6 Hours per month. 3 Hours/Month during trading hours. -Lightyear Aviation, LLC - Not Investment Related - 554 Tearasinab Way Ivins, UT 84738 - Aircraft Leasing - Managing Member - Leases Aircraft N77LY to Longboard Capital Advisors, LLC - Start Date: 12/2021 - 2 hours/ month - Zero hours during trading hours - Accounting/Operations -Lightyear Leadership, Inc. - Not Investment Related - 554 Tearasinab Way Ivins, UT 84738 - Leadership Training - Secretary and Advisor - No business relationship between LCA and Lightyear Leadership - Start Date: 1994 - 3 Hours/Month - Zero Hours During Trading Hours - Duties Include Advising Founder Susanne Conrad on Business Strategy -Swiftmerge Acquisition Corp - Investment Related - 2710 ROSEBERY AVENUE WEST VANCOUVER A1 V7V3A2 - Special Purpose Acquisition Company - Board of Directors - Board Member, Chair of Audit Committee - Start Date: October, 2021 - 7 Hours/Month - During Trading Hours: Zero - Duties: Attend board meetings and calls to prospective acquisition targets -Faraday Labs, Inc. - Non-investment related - 1447 2ND ST, SUITE 200. SANTA MONICA CA 90401 - Clothing manufacturing and marketing - Position: Advisor - Title: Advisor - Start Date: March 2020 - 4 hours/Month - Zero during trading hours - Duties; Advise the CEO on strategy for the business -Mellitus Health, Inc. - non-investment related - 370 South Doheny Drive Suite C Beverly Hills, CA 90035 - Digital Health Company - Position: Advisor - Title: Advisor - Start Date: January 2016 - Hours/Month 4 - During Trading Hours: zero - Duties: Attend Board Meetings, consult with CEO on business strategy

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-07