Phillip J. Shefferly
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
18
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- American Bankruptcy Institute
- Federal Bar Association
- S & S Bookkeeping Services, Inc. - Compensation for bookkeeping services
As filed
IRA #) — Interest
Memill Lynch Account — Interest
Phoenix Annuity — Interest — Sold (part)
Phoenix Annuity — Sold (part)
Prudential Annuity #1 — Interest
Prudential Annuity #2 — Interest
market participation certificate of deposit; Bank of America — Interest — Matured
Lord Abbett Multi Asset — Interest — Buy
Blackrock Global Allocation — Interest — Buy
American Funds Global Balanced — Interest — Buy
Mainstay Marketfield — Interest — Buy
IRA #2 — Interest
market participation certificate of deposit: Bank of America — Interest — Matured
Lord Abbett Multi Asset — Interest — Buy
Blackrock Global Allocation — Interest — Buy
Amencan Funds Global Balanced — Interest — Buy
Mamstay Marketfield — Interest — Buy
S & S Bookkeeping Services, Inc. {common stock) — Int/Div
Reimbursement — American Bankruptcy Institute — June 12-15, 2014 — Lake Geneva, Wisconsin — Bankruptcy law seminar — Travel, meals and lodging
Reimbursement — Federal Bar Association — July 31-August . 2014 — Harbor Springs, Michigan — Bankruptcy law seminar — Travel, meals and lodging
Spouse's income — 2014 — S & S Bookkeeping Services, Inc. - Compensation for bookkeeping services
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.