# Thomas John Morris

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13083

## Record

- **Judge:** Thomas John Morris
- **Year:** 2013
- **Report type:** Final
- **Pages:** 7

## Text

Wells Fargo bank account — Interest
Wells Fargo bank account — Interest
Hennessey Cornerstone Value Fund — Int/Div
MFS Multimarket Income Trust — Int/Div
Met Life — Int/Div
Alive Credit Union — Interest
Jax Federal Credit Union — Interest
Wells Fargo CD — Interest — Redeemed
Mass Mutual Life Insurance (whole life) — Int/Div
Security Benefit Life Insurance — Int/Div
Met Life Insurance (whole life) — Int/Div
Pershing Advisor Solutions (header)
IRA No. §, Litman/Gregory Asset Management — Int/Div
IRA No. 6, Litman/Gregory Asset Management — Int/Div
New Frontier ETF Mgmt. — Ine
State Street Global Asset Advisers — Int/Div
Property in Watauga County, N.C — None
Prudential stock — Int/Div
Prudential Alliance Account — Interest
"nM.
Board member, Hendricks Avenue Community Athletic Association
Part VII, Lines 12 the header) through 16 are widely held, publically traded, widely diversified and arranged so that | neither exercise control nor have

any ability to exercise control over the financial interests held by the funds. My investment advisor states that each of the accounts are invested in

“moderate investment portfolios” which consist of dozens in not hundreds of ETFs or funds. The holding are frequently adjusted in percentages of each

asset so there would be hundreds of

vidual transactions cach year, over which Ihave no control, The holdings are the sume for anyone else investing

in the "moderate investment portfolio” catefory, and not unique to me.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13083. Public record. Not legal advice.