Kurt D. Engelhardt

2014Annual

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What was filed

  • 21

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust No.
  • Cancer Association of Greater New Orleans (CAGNO)
  • Lowsiana State Umiversity - College of Humanities & Social Sciences
  • Special Needs Trust
  • Institute
  • 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

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

Jefferson Parish Retirement Plan — None

Aetna 401(k) — None

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

Reimbursement — Institute — Hour Claims and Class Actions — Pe I Ch NT

Spouse's income — 2014 — Parish of Jefferson-24th Judicial District Court = Admimstrative Assistant

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.

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Kurt D. Engelhardt | Frix