Robert A. Richardson
2019
Ask Donna
Pull out the substance of this filing.
What was filed
8
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- The partnership agreement with my former law firm (mentioned in Section II) allows the partnership to buyout my interest in installments
As filed
Citizens Bank — Interest
Wells Fargo Bank — Interest
Disney Stock — Dividend
American Funds Equity Fund A — Dividend
Invesco (formerly Oppenheimer) — Dividend — Buy (add'l)
Mass Mutual (whole life Insurance) — None — Buy (add'l)
John Hancock Financial Fund — Dividend
Wegener — None
Agreement — Nov. 2012 — Partnership Agreement for Garrison, Levin-Epstein, Richardson, Fitzgerald & Pirrotti, PC, establishing the buyout formula for partners who depart the law firm
Income — 2019 — The partnership agreement with my former law firm (mentioned in Section II) allows the partnership to buyout my interest in installments — $34,000.00
Under Section VII, Oppenheimer Mutual Funds was acquired by Invesco in 2019 so even though this year's report appeart to have a new item under the
investments section (Invesco), it is only because Oppenheimer was acquired by Invesco.
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.