# Neil Vincent Wake

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10011

## Record

- **Judge:** Neil Vincent Wake
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 10

## Text

Wells Fargo accounts — Interest
Apache Peak Inv, LLC — None
Whetstone Dev. Co. (common stock) — None
Interstate Ventures V Ltd. Ptshp — None
HYIRAZI
MS Charter Campbell LP — None
MS CharterMSFCM LP — None
MS Charter Grahan LP — None
BlackrockGlobal Allocation € — Int/Div
Morgan Stanely Liquid Assets Fund — Int/Div
HW)UTMA Acct #3
Morgan Stanley Bk Deposit — Interest
H)BROKERAGE ACCT #3
SE! Tax-Free Fund (MM) — Int/Div
SEI Intermediate-Term Municipal Fund (Mut Fd) — Int/Div — Sold (part)
SEI Intermediate-Term Municipal Fund (Mut Fd) — Sold (part)
SEI Intermediate-Term Municipal Fund (Mut Fd) — Sold (part)
SEI Intermediate-Term Municipal Fund (Mut Fd) — Sold (part)
SEI Short Duration Munical Fd — Int/Div — Sold (part)
SEI Short Duration Munical Fd — Sold (part)
SEI Short Duration Munical Fd — Sold (part)
SEI Short Duration Munical Fd — Sold (part)
STET Tax-Advantaged Income Fd # 19 — Int/Div — Sold (part)
STET Tax-Advantaged Income Fd # 19 — Sold (part)
STET Tax-Advantaged Income Fd # 19 — Sold (part)
STET Tax-Advantaged Income Fd # 19 — Sold (part)
SEI Tax Managed Volatity Fd — Int/Div — Sold (part)
SEI Tax Managed Volatity Fd — Sold (part)
SEI Tax Managed Volatity Fd — Sold (part)
SEI Tax Managed Volatity Fd — Sold (part)
SEI Real Esate Fd — Int/Div — Sold (part)
SEI Real Esate Fd — Sold (part)
SEI Real Esate Fd — Sold (part)
ING USA Annuity & Life Ins Co (annuity) — None
Amer. Inv. Life Ins. (AVIVA) Co. (annuity) — None
H)BROKERAGE ACCT #4
SEI Intermed. Term Municipal Fd — Int/Div
Cisco Systems Ine (common) — Int/Div
SEI Short Duration Municipal Fd — Int/Div
STET Tax-Advantaged Income Fd # 19 — Int/Div
SEI Tax Managed Volatity Fd — Int/Div
SEI RealEsate Fd — Int/Div
SE! Tax-Free Fd — Int/Div
Amencan Realty Capital (common stock) — Int/Div
Healthcare Trust of America (common stock) — Int/Div
ARC Trust HI Inc. (stock) — Int/Div — Buy
Griffin-Amencna Healthcare REIT 11 — Distribution — Buy
Jackson Nat. Life Ins. Co. (annuity) — None
Pinal County, AZ, land — None
Mohave County, AZ, land — None
Nationwide Life Ins.—-ad justible life ins — None
H) Section 529 Account
Ivy Capital Apprec. E (420) — Distribution — Sold (part)
H)IRA #5.
Aviva Life and Annuity Co (annuity) — None
H) Trust # 5 (beneficiaries)
SEI Prime Obligation Fund — Int/Div
H)BROKERAGE ACCT #6
Van Kampen Grw & Inc A — Int/Div — Sold (part)
lvy Large Cap Grw A Fd — Distribution — Sold (part)
Amer Balanced Fd — Int/Div
Callon Petroleum Co (common) — None
H)BROKERAGE ACCT #9
Morgan Stanley Bank — Int/Div
MFS Total Return A — Int/Div
Blackrock Equity Dividend A — Int/Div
Columbia Select LG CP Growth A — Int/Div — Sold
Eaton Vance Tax-Advantaged Bond Strategy — Distribution — Sold (part)
Fidelity Adv New Insights A — Distribution — Buy
IRA#T — Int/Div
Morgan Stanley Bank — Int/Div
nvesco Premier PIF Inst] (MM) — Int/Div — Sold
Am Growth Fd of Amer F — Int/Div — Sold (part)
Gabelli EQ Inc AAA — Int/Div — Sold (part)
MS Strategist Fund A — Int/Div — Sold
MS Charter Aspect LP — Int/Div
MS Charter Graham A LP — Int/Div
MS Charter WCM LP — Int/Div
First Eagle Global A — Int/Div — Buy
Nuveen Santa Barbara Div Growth A — Int/Div — Buy
Trustee, Law Offices of Neil Vincent Wake Money Purchase Plan (I am sole beneficiary)
Liability — Morgan Stanley — Portfolio Loan Account

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10011. Public record. Not legal advice.