# Neil Vincent Wake

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18092

## Record

- **Judge:** Neil Vincent Wake
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 10

## Text

Wells Fargo accounts — Interest
Apache Peak Inv, LLC — None
Whetstone Dev. Co. (common stock) — None
Interstate Ventures V Ltd. Ptshp — None
IRAZI
BlackrockGlobal Allocation C — Int/Div
Morgan Stanely Liquid Assets Fund — Int/Div
UTMA Acct #3
Morgan Stanley Bk Deposit — Interest
BROKERAGE ACCT #1
SEI Tax-Free Fund (MM) — Int/Div — Sold (part)
SEI Real Estate Fd — Int/Div — Sold (part)
SEl Tax Managed Vol Fd — Int/Div
SE! Intermed Term Muni Fd — Int/Div
SE! Short Duration Mum Fd — Int/Div
SEI Tax Advanagedinc Fd — Int/Div
Voya (formerly ING USA Annuity & Life Ins Co) (annuity) — None
Vova Retiremente Moderate A — None
Amer. Inv. Life Ins. (AVIVA) Co. (ammuity) (fixed) — None
BROKERAGE ACCT #24
SEI Intermed. Term Municipal Fd — Int/Div — Buy (add'l)
Lisco Systems Ine (common) — Int/Div
SEI Short Duration Municipal Fd — Int/Div — Buy (add'l)
STET Tax-Advantaged Income Fd # 19 — Int/Div
SEI Tax Managed Volume Fd — Int/Div — Buy (add'l)
SEI RealEsate Fd — Int/Div
SEI Tax-Free Fd — Int/Div — Buy (add'l)
Business Dev Corp of America — Int/Div
Griffin-Amencna Healthcare REIT 11 — Int/Div — Sold
Jackson Nat. Life Ins. Co. (annuity) — None
INL/S&P Managed Moderate Growth — None
INL/S&P Managed Moderate — None
Pinal County, AZ, land — None
Mohave County, AZ, land — None
Nationwide Life Ins. (whole life) — None
Section 529 Account
Ivy Capital Apprec. E (420) — Int/Div — Sold (part)
IRA #5.
Aviva Life and Annuity Co (annuity) (fixed) — None
Trust £ S (beneficianes)
SEI Prime Obligation Fund — Int/Div — Sold (part)
SEI Large Cap Growth Fd (omitted by mistatke) — Int/Div — Sold (part)
SEI Large Cap Value Fd (omitted by mistiate) — Int/Div — Buy (add'l)
SEI Small Cap Growth Fd (omitted by mistake) — Int/Div — Sold (part)
SEI Small Cap Value Fd (omitted by mistake) — Int/Div
SEl Core Fixed Inc Fd (omitted by mistake) — Int/Div — Buy (add'l)
SEI Intl Fixed Inc Fd (omitted by mistake) — Int/Div — Buy (add'l)
SEI Intl Equity Fd (omitted by mistake) — Int/Div — Buy (add'l)
Phoenix Companies Inc (commone stock) (omitted by mistake) — None
BROKERAGE ACCT #26
Invesco Growth & Inc A (formerly Van Kampen Grw & Inc A) — Int/Div
lvy Large Cap Grw Fd — istnibution
Amer Balanced Fd2 — Int/Div
Morgan Stanley Bk Dep — Interest
Callon Petroleum Co (common) — None
BROKERAGE ACCT 29
Morgan Stanley Bank — Interest
MFS Total Return — Int/Div — Sold (part)
Blackrock Equity Dividend — Int/Div — Sold (part)
Eaton Vance Tax-Advantaged Bond Strategy — Distribution — Sold
Fidelity Ady New Insights — Int/Div — Sold (part)
IRAZT — Int/Div
Morgan Stanley Bank — Interest
Invesco Premier PTF Inst] (MM) — Int/Div — Sold (part)
Am Growth Fd of Amer F2 — Int/Div
Gabelli EQ Inc — Int/Div
First Eagle Global — Int/Div
Nuveen Santa Barbara Div Growth — Int/Div
Essential Asset REIT — Int/Div
Office and Industrial REIT — Int/Div
Trustee, Law Offices of Neil Vincent Wake Money Purchase Plan (I am sole beneficiary)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18092. Public record. Not legal advice.