# Diane Finkle > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/16837 ## Record - **Judge:** Diane Finkle - **Year:** 2013 - **Report type:** Annual - **Pages:** 8 ## Text Great West Lifetime Advan. IRA, Mod Consv. Profile Il — Int/Div Ursillo, Teitz & Ritch Realty IV, Appraisal, 12/0872011 — Int/Div First Eagle Gold Fund Class A, Mutual Fund — Int/Div HSA Bank. Account — Interest MFS Municipal Income Fund-A — Interest Commonwealth Municipal Income Fund — Interest UBS Pace Select Fund (IRA), Mutal Fund — Int/Div Phoenix Big Edge Plus, Mutual Fund Annuity — Int/Div Bank Rhode Island. Account — None Hartford Select Dimensions Fund, { Annuity) — Int/Div Phoenix Big Edge Plus, Mutual Fund, (Annuity) — Int/Div Capital One Money Market Account — Interest — Sold Fidelity FA Freedom 2020 I, 401(K)/Profit Sharing Plan — Int/Div Pioneer Value Fund A — Int/Div Ursillo, Teitz, & Ritch, Ltd. Appraisal 12/08/11 — None Amencan Express Money Market Account — Interest UBS Pace Select Fund, Mutal Fund — Int/Div UBS Pace Select Fund. Mutual Fund (IRA) — Int/Div UBS Pace Select Fund, Mutual Fund — Int/Div Phoenix Big Edge Plus, Mutual Fund Annuity — Int/Div Dreyfus Insured Deposits Basic — Int/Div — Buy Fidelity Floating Rate High Income — Int/Div — Buy Franklin Low Duration Total — Int/Div — Buy Goldman Sachs Global Income Fund — Int/Div — Buy Goldman Sachs Strategic Income — Int/Div — Buy Lord Abbett Short Duration Income Fund — Int/Div — Buy Indexiq EFT TR IQ Hedge Multi-Strategy — Int/Div — Buy Ishares TR Momingstar — Int/Div — Buy IsharesTR Russell Mid-Cap ETF — Int/Div — Buy shares Global 100 ETF — Int/Div — Buy shares TR Russell 2000 ETF — Int/Div — Buy Powershares Exchange-Traded Fund — Int/Div — Buy SPDR Index Shs FDS S&P World Ex-US ETF — Int/Div — Buy SPDR SER TR Barclays High Yield BD ETF — Int/Div — Buy US Commodity Index FD Commodity — Int/Div — Buy Vanguard Intl Equity Index FDS FTSE — Int/Div — Buy Vanguard Index FDS Vanguard REIT ETF — Int/Div — Buy Goldman Sachs Global ND Institutional Class A — Int/Div — Sold (part) Goldman Sachs ND Institutional Class A — Int/Div — Sold Secretary, Westcote Drive Association; umcorporated private association Legal Guardian, healthcare only, pro bono basis; 2 individual wards, Comerstone Adult Services. Inc.(See Part VILL) Liability — Coastway Community Bank — Commercial Real Estate Mortgage Reimbursement — American Bankrutpey Institute — 7-11-13 t0 7-14-13 — Newport, Rhode Island — educational seminar and conference — registration fee, lodging and meals Spouse's income — 2013 — Ursillo, Teitz & Ritch, Lid - salary and employee benefits Part 1, page |, Line 2- Position was held as guradian for healthcare purposes only of 2 wards with no control over wards’ personal finances or financial estates. On February 5, 2013, and February 13, 2013, respectively, 1 resigned us guardian of these wards and no longer served a such guardian on and after the latter date. Part II. Agreement with former law firm employer Winograd Shine Land & Finkle, P.C. for employee benefits: disability. health and long term care insurance and 401 (K) Profit Sharing Plan and all payments thereunder ceased as of December 31, 2012. Part VII. page 1, Line 12- Funds in Winograd, Shine Land & Finkle 401 (K) Profit Sharing Phun were transferred and rolled over in their entirety as of December 31, 2012 to an individual IRA Account in my name entitled "Great-West Lifetime Advantage IRA-Traditional.” Moderately Conservative Profile 11 Fund, with actual transfer date of this new account of January 2, 2013. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16837. Public record. Not legal advice.