James Alan Soto
2019
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What was filed
18
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Baffert-Soto, LLC
- Efraim Canyon Properties, LLC
- SoBros, LLC
- Elected Officials Retirement Plan, Pension
- Arizona State Retirement System, Pension
As filed
American Century Growth Fund (IRA) — Dividend
American Funds Washington Mutual Investors Fund (IRA) — Dividend
Fidelity Magellan Fund (IRA) — Dividend
Janus Fund (IRA) — Dividend
Prudential Jennison Fund (IRA) — Dividend
Nationwide Destination Moderately Aggressive Fund — Dividend
American Funds Small Cap World — Dividend
American Funds New World Fund — Dividend
Source Capital, Inc. (OR) — Dividend
Chase Bank - Checking Account — Interest
Wells Fargo Bank - Checking Account — Interest
DMJ Family Trust Dated 9/1/2017
Baffert-Soto LLC, Nogales, Arizona 85621 (Trust Asset) — Rent
Efraim Canyon Properties, LLC, Nogales, Arizona 85621 (Trust Asset) — Rent
SoBros, LLC, Green Valley , Arizona (Trust Asset) — Interest
Chase Bank - Savings Account (Trust Asset) — Interest
Wells Fargo Bank - Savings Account (Trust Asset) — Interest
Morgan - Stanley Investment Account (Trust Asset) — Dividend
Member as co-trustee, Baffert-Soto, LLC
Member as co-trustee, Efraim Canyon Properties, LLC
Member as co-trustee, SoBros, LLC
Income — 2019 — Elected Officials Retirement Plan, Pension — $77,059.00
Spouse's income — 2019 — Arizona State Retirement System, Pension
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.