# James Travis Trimble jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/25042 ## Record - **Judge:** James Travis Trimble jr - **Year:** 2009 - **Pages:** 8 ## Text Capital One — Interest Raintree Assoc, Ltd Partnership — None Equitable Life (S. Prem) — None New Perspective Fund (IRA) — None — Par. VIII Citibank Deposit Program (IRA) — None — Par. VIII Legg Mason Opp Trust (IRA) — None — Par. VII American Balanced Fund (IRA) — None — Par. VIII American Mutual Fund AMRMX (IRA) — None — Par. VIII Euro-Pacific Growth Fund (IRA) — None — Par. VIII Growth Fund of America (IRA) — None — Par. VIII Income Fund of America (IRA) — None — Par. VIII Washington Mutual Inves Fund (JRA) — None — Par. VIII Legg Mason Opportunity Trust — Int/Div — Par. VIII HRPT Properties — Int/Div — Par. VIII Verizon (IRA) — None — Par, VIII Ciubank Deposit Program — Interest — Par, VIII Citigroup — Int/Div — Par. VIII General Electric — Int/Div — Par. VIII Pfizer, Inc — Int/Div — Par. VIII Precision Drilling Trust (IRA) — None — Par. VIII Capital One CD — Interest — Redeemed Ares Capital Corp — None — Par. VIII Legg Mason Emerging Mkt (JRA) — None — Par. VIII Murphy Oil Corporation — None — Par. VIII Barksdale Federal Credit Union — Interest Barksdale Federal Credit Union CD — Interest — Redeemed Fairpoint Communications (IRA) — None — Par. VIII Fidelity Portfolio Advisory Service (IRA) — None — CONTROL - Sce Par, VIII LPL Strategic Asset Mgmt (IRA) — None — CONTROL-See Par. VIII LPL Strategic Asset Mgmt — Int/Div — CONTROL-See Par. VIII Reimbursement — Fos Re ARE — Fer Es Ee Eas — J Tes mT Res Until October, 2009, investments shown as #7-28, 30, 31, 32 and 36 had been with Morgan Stanley Smith Barney. On the dates indicated, all IRA and individual holdings were rolled over (IRA) or transferred (individual) to LPL Financial. On October 28, 2009, LPL Financial partially liquidated IRA assets {Code M) and rolied over to Fidelity Portfolio Advisory Services, LPL placed remaining IRA assets (Code M) in its Strategic Asset Management and did likewish with the individual assets (Code L) that it had received by transfer from Morgan Stanley Smith Bamey. All of this was done per my instructions, as I no tonger wanted to have any part in managing my assets (selection of investments, buying, selling, etc.) Both the Fidelity and LPL entities now have complete control of these assets My main purpose for the above was the haope that new investment firms would improve the abysmal record of the old onc. A fringe benefit, per advice from the Financial Disclosure Office, is that I can simply report the total amounts in each entity at year's end and state "no control” to satisfy reporting requirements. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25042. Public record. Not legal advice.