# Kurt D. Engelhardt > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13710 ## Record - **Judge:** Kurt D. Engelhardt - **Year:** 2015 - **Pages:** 7 ## Text 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13710. Public record. Not legal advice.