# Robert A. Richardson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11957

## Record

- **Judge:** Robert A. Richardson
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 6

## Text

Citizens Bank — Interest
Wells Fargo Bank Account — Interest
Disney — Int/Div
American Funds Equity Fund A — Int/Div
Oppenheimer Funds Capital Fund A — Int/Div
Mass Mutual (whole life Insurance) — None — Buy — Mutual
John Hanckeock Financial Fund (Symbol FIDAX) — Int/Div
Wegener Corp — Int/Div
UBS (cash balance) — None — Closed — took as an admin. fee
Agreement — 2012 — Partnership Agreement for Garrison, Levin-Epstein, Richardson, Fitzgerald & Pirrotti, P.C., which establishes the buyout formula for departing partners
On my previous interim report at Section VIL, line 9, | disclosed a cash balance with UBS. However, due to administrative fees that were charged by UBS that

balance is now zero. None of the categories in Section VII of the Financial disclosure Form seem to cover that situation so | thought it would be helpful to explain

why the UBS item disappeared from the current report,

On my previous interim report at Section VIII, lines 11-19 and in Section VII1, 1 disclosed and discussed the funds that were in my 401k account with my former

employer. | also stated in Section VIII that | ended up transferring my 401k money to my Federal TSP Account. Again, to the extent that the former 401k items

no longer appear on my Financial Disclosure Report, | wanted to provide an explanation in this section.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11957. Public record. Not legal advice.