James Lee Fisher

Current Employers

Employment History

• 05/1978 → Present
  Clover Financial & Insurance Services, Inc
  Ontario, CA
• 05/1978 → Present
  National Life Insurance Company
  Montpelier, VT

Previous Registrations

• 2002-06-12 → 2005-07-15
  Kestra Investment Services, Llc
  Ontario, CA

Other Businesses

CLOVER FINANCIAL & INSURANCE SERVICES, INC: INSURANCE SALES, BUSINESS CONSULTING. PISCARI, LLC MANAGING MEMBER, OWNS SANTA MARGARITA MOBILE HOME PARK LP, SPOUSE (MARCIA FISHER) IS GENERAL PARTNER. SAID LP NOW OWNS SOME PROPERTY RECOVERED ON DEFAULTED LOANS. REAL ESTATE RELATED CONSULTING FOR FEES. TIME COMMITMENT IS SPORADIC AND MAY RANGE FROM 0-10 HOURS A MONTH. IT INCLUDES ADVISING SMMHP LP. ALSO INVESTOR IN SAID L.P. VANSURKSUM TRUST : TRUSTEE, NO CUSTODY OF TRUST FUNDS. SINCE 1997 MINIMAL TIME INVESTED. OAK HILLS INVESTMENT CO - LAND PURCHASE / SELL TO DEVELOPER - PASSIVE CAPACITY - 19.4% OWNERSHIP, LESS THAN 1% TIME CONSUMPTION COMPENSATED THROUGH RETURN ON SALE OF LAND. JAMES AND MARCIA FISHER CHARITABLE TRUST IS A NON MANAGING MEMB ER. I AM TRUSTEE OF THE TRUST. ALSO, JAMES L FISHER A SOLE PROPRIETOR PROFIT SHARING PLAN IS A NON MANAGING MEMBER. WEST LUBBOCK LAND, LLC ONE OF TWO MANAGING MEMBERS. WLL, LLC IS THE DEVELOPER, SINCE THE DEVELOPER DEFAULTED. LESS THAN 3% OF TIME. MINOR FEES FOR ASSISTING OTHER MANAGING MEMBER WHO IS INDEPENDENT OF CFIS. JAMES AND MARCIA FISHER CHARITABLE TRUST, JAMES & MARCIA TRUSTEES, OWN AN INTEREST IN 2 SEPARATE JOINT VENTURES, EACH WITH 3 OTHER OWNERS. EACH OWNS A PIECE OF RAW LAND. MINIMAL TIME. TRINITY FINANCIAL PARTNERS, INC (MINORITY STOCK HOLDER) PROVIDES POTENTIAL VOLUME LEVERAGE FOR FAVORABLE CONTRACTING AND IDEA / MANAGEMENT EFFICIENCY FOR INSURANCE OPERATIONS. UNDER 3% OF TIME.