Kurt D. Engelhardt
2015
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What was filed
31
investments
4
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Explanation Part vil
- Explanation Part vi
- iXDanation cart VII
- Trust No.
- Cancer Association of Greater New Orleans (CAGNO)
- Lowsiana State Umiversity - College of Humanities & Social Sciences
- Special Needs Trust
- Parish of Jefferson-24th Judicial District Court = Admimstrative Assistant
As filed
New York Life - LifeStages Variable Annuity — None
Trust No.
Morgan Stanley Smith Barney — Int/Div
New York Life Annuity — Interest
New York Life
Whole Life Policy — Int/Div
Secure Term Choice Fixed Annuity — None
Whole Life Policy — Int/Div
AT&T (stock) — Int/Div
Pershing, LLC-IRA — None — Closed — Explanation Part vil
Fidelity Advisor Materials Inst] Class- FMFEX
International Growth i@ Income Class F2- 1GFFX
Invesco Diversified Dividend Class Y LCEYX
Neuberger Berman Mid Cap Growth Class A-NMGAX
New World Class F2-NFFFX
Pimco Total Return-PTTDX
Insured Cash Account
LPL Financial - IRA — None — Open — Explanation Part vi
Fidelity Advisor Materials Inst] Class- FMFEX
Intemational Growth @ Income Class F2. IGFFX
Invesco Diversified Dividend Class Y LCEYX
Neuberger Berman Mid Cap Growth Class ANMGAX
New World Class F2-NFFFX
Pimco Total Return-PTTDX
Insured Cash Account
Victory-Sycamore Small Company. OPPTY CLA-SSGSX
Wells Fargo-Core Bond-Admin CL MNTRX
Jefferson Parish Retirement Plan — None
Aetna 401K) — None — osec — iXDanation cart VII
Special Needs Trust
JPMorgan Chase Bank — Interest
Trustee (Uncompensated), Trust No.
Member - Board of Directors (Uncompensated), Cancer Association of Greater New Orleans (CAGNO)
Member - Dean's Advisory Planning Board (Uncompensited), Lowsiana State Umiversity - College of Humanities & Social Sciences
Trustee (Uncompensated), Special Needs Trust
Spouse's income — 2015 — Parish of Jefferson-24th Judicial District Court = Admimstrative Assistant
Line 1) - Pershing, LLC-IRA - this entity was closed and all assets listed under Pershing, LLC-IRA (Lines 11-17) were transferred into a new IRA account with a
different company named LPL Financial, now listed on Line 18.
Lines 26 and 27 - these are two additional assets added to the assets transferred from the Pershing, LLC-IRA (Lines 11-17) to LPL Financial.
Line 29 - Actna 401(k) - this entity was closed and all assets in this entity were transferred into the IRA account listed on Line 18, LPL Financial.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.