Anthony P. Patti
2019
Ask Donna
Pull out the substance of this filing.
What was filed
82
investments
3
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- University of Michigan-Dearborn
- Investment Accounts 4-7
- Trust #1
- Hooper Hathaway PC fees earned prior to departure consistent with the terms of agreement listed in Part II
As filed
IRA (H) 21
Merrill Lynch Cash/Money Account a/k/a Bank of America NA Rasp — Interest
Invesco Intl Divi — Dividend
iShares MSCI Emerging Mkts (EEM) — Dividend
Lord Abbett Bond Fund (LBDFX) — Dividend
Vanguard Dividend (VIG) — Dividend
Vanguard Growth ETF (VUG) — Dividend
Vanguard Small Cap (VB) — Dividend
Vanguard Mid-Cap ETF (VO) — Dividend
Vanguard Real Estate ETF — Dividend
Vanguard Total Bn MKT (BND) — Dividend
Vanguard Windsor II (Y)
Vanguard Wellington Fund (Y)
SEP (H) 10
Merrill Lynch Cash/Money Account n/k/a Bank of America NA RASP — Interest
Invesco Intl Divid Achievers ETF (PID) — Dividend
iShares MSCI Emerging Mkts (EEM) — Dividend
Lord Abbett Bond Fund (LBDFX) — Dividend
Vanguard Growth ETF (VUG) — Dividend
Vanguard Small Cap (VB) — Dividend
Vanguard Mid-Cap ETF (VO) — Dividend
Vanguard Div Appreciation ETF (VIG) — Dividend
Vanguard Real Estate ETF — Dividend
Vanguard Total Bn MKT (BND) — Dividend
Merrill Lynch #44 (H)
Bank of America NA — Interest
iShares MSCI Emerging Mkts (EEM) — Dividend
Invesco Intl Divid (PID) — Dividend
Lord Abbett Bond Fund ((LBDFX) — Dividend
Powershares Inter DVD (PDI) — Dividend
Vanguard Growth ETF — Dividend
Vanguard Small Cap (VB) — Dividend
Vanguard Mid-Cap ETF (VO) — Dividend
Vanguard Div Appreciation ETF (VIG) — Dividend
Vanguard Total Bn MKT (BND) — Dividend
Vanguard Real Estate ETF — Dividend
Merrill Lynch #37G -4 (H)
Bank of America NA — Dividend
Invesco Intl Divid (PID) — Dividend
iShares MSCI Emerging Mkts (EEM) — Dividend
Lord Abbett Bond (EEM) — Dividend
Vanguard Growth ETF — Dividend
Vanguard Small Cap (VB) — Dividend
Vanguard Mid-Cap ETF (VO) — Dividend
Vanguard Div Appreciation ETF (VIG) — Dividend
Vanguard Real Estate ETF — Dividend
Vanguard Total Bn MKT (BND) — Dividend
Merrill Lynch #38L-5 (H)
Bank of America NA — Dividend
Invesco Intl Divid (PID) — Dividend
iShares MSCI Emerging Mkts (EEM) — Dividend
Lord Abbett Bond (LBDFX) — Dividend
Vanguard Growth ETF — Dividend
Vanguard Small Cap (VB) — Dividend
Vanguard Mid-Cap ETF (VO) — Dividend
Vanguard Div Appreciation ETF (VIG) — Dividend
Vanguard Total Bn MKT (BND) — Dividend
Vanguard Real Estate ETF — Dividend
Merrill Lynch #39S -6 (H)
Bank of America NA — Interest
Invesco Intl Divid (PID) — Dividend
iShares MSCI Emerging Mkts (EEM) — Dividend
Lord Abbett Bond (LBDFX) — Dividend
Vanguard Growth ETF — Dividend
Vanguard Small Cap (VB) — Dividend
Vanguard Mid-Cap ETF (VO) — Dividend
Vanguard Div Appreciation ETF (VIG) — Dividend
Vanguard Total Bn MKT (BND) — Dividend
Vanguard Real Estate ETF — Dividend
Merrrill Lynch #41M -7 (H)
Bank of America NA — Dividend
Invesco Intl Divid (PID) — Dividend
iShares MSCI Emerging Mkts — Dividend
Lord Abbett Bond (LBDFX) — Dividend
Vanguard Growth ETF — Dividend
Vanguard Small Cap (VB) — Dividend
Vanguard Mid-Cap ETF (VO) — Dividend
Vanguard Div Appreciation ETF (VIG) — Dividend
Vanguard Total Bn MKT (BND) — Dividend
Vanguard Real Estate ETF — Dividend
Northwestern Mutual extraordinary life policy (whole life) — Dividend
Northwestern Mutual adjustible complete life policy (whole life) — Dividend
Adjunct Lecturer, University of Michigan-Dearborn
Custodian, Investment Accounts 4-7
Trustee, Trust #1
Agreement — 01/01/2015 — Hooper Hathaway, P.C. Memorandum of Redemption, tendering all shares, waiving salary continuation and agreeing to payment of outstanding receivables
Income — 2019 — Hooper Hathaway PC fees earned prior to departure consistent with the terms of agreement listed in Part II — $63,286.19
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.