Milan Dale Smith jr

What was filed

262
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Westen Justice Center
Ninth Judicial Circust Historical Society
Self Emploved Attorney
Gogian Foundation-Trustee

As filed

General Electric Co — Int/Div — Buy (add'l)

General Electric Co — Sold (part)

Intuitive Surgical Inc — None — Sold (part)

Intuitive Surgical Inc — Sold (part)

American Tower Corp CL A — Int/Div — Sold (part)

Pepsico Incorporated — Int/Div — Sold (part)

Canadian Natl Ry Co — Int/Div — Sold (part)

Canadian Natl Ry Co — Sold (part)

Aetna: Whole Life Insurance Policy — None — Sold

Quanta SVCS Inc — None — Sold (part)

Oneok Inc New — Int/Div

Williams Partners LP Com Unit Ltd Part Int — Distribution

Ishares Trust Barclays 1-3 Yr. Treasury Bd FD — Int/Div — Buy (add'l)

Ishares Trust Barclays 1-3 Yr. Treasury Bd FD — Sold (part)

MFA Mortgage Investments Inc. (MFA Financial Inc) — Int/Div — Sold (part)

MFA Mortgage Investments Inc. (MFA Financial Inc) — Sold (part)

Putnam Managed Municipal Income Trust. SBI — Int/Div

Putnam Mumcipal Opportunities Trust-SBI — Int/Div

shares Trust Iboxx $ Investop Investment Grade Bond Fund — Int/Div — Buy (add'l)

shares Trust Iboxx $ Investop Investment Grade Bond Fund — Buy (add'l)

Ishares Barclays Intermediate Credit Bond Fund — Int/Div — Buy (add'l)

Ishares Barclays Intermediate Credit Bond Fund — Buy (add'l)

Ishares Barclays Intermediate Credit Bond Fund — Sold (part)

Ishares Barclays 1-3 YR Credit Bond Fund FTF — Int/Div — Buy (add'l)

Ishares Barclays 1-3 YR Credit Bond Fund FTF — Buy (add'l)

Ishares Barclays 1-3 YR Credit Bond Fund FTF — Sold (part)

Ishares Core US Credit Bond (FKA Ishares Trst Barclay Credit Bond ETF) — Int/Div

Ameren Corp — Int/Div — Sold (part)

Ameren Corp — Sold (part)

Abbott Laboratories — Int/Div — Sold (part)

Enterprise Products Partners LP — Distribution

Blackrock Income Trust Inc — Int/Div

Gabelh Dividend & Income Fund — Int/Div — Buy (add'l)

Gabelh Dividend & Income Fund — Sold (part)

EhLilly & Co — Int/Div — Buy (add'l)

EhLilly & Co — Sold (part)

Tekla Healthcare Invs Sh Ben Int (FKA H & Q Healthcare Investors SBI — Int/Div

Managed Duration Invt Grade Mun FD — Int/Div — Sold (part)

shares TR S&P Short Term Natl Amtfr — Int/Div — Buy (add'l)

Textron Inc — Int/Div — Sold (part)

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — Int/Div — Buy (add'l)

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — Buy (add'l)

S10. — Sold (part)

BlackRock Credit Allocation — Int/Div — Buy (add'l)

BlackRock Credit Allocation — Buy (add'l)

Ishares Trust S&P Global Info Technology Sector Index Fund — Int/Div — Sold (part)

Ishares Trust S&P Global Info Technology Sector Index Fund — Sold (part)

Calamos Global Dynamic Income Fund — Int/Div — Sold (part)

Calamos Global Dynamic Income Fund — Sold (part)

Calamos Global Dynamic Income Fund — Sold

Corning Inc — Int/Div — Sold (part)

Corning Inc — Sold (part)

Koninklijke Philips Electrs N V Sponsored ADR New 2000 — Int/Div — Sold (part)

Koninklijke Philips Electrs N V Sponsored ADR New 2000 — Sold (part)

Columbia Fds Ser TR IX Tax Exempt FD CLA — Int/Div

Ishares TR 2017 S&P AMT Free Municipal Ser Fd — Int/Div — Sold

Gabelh Healthcare & Wellness Trust — Int/Div — Sold (part)

Gabelh Healthcare & Wellness Trust — Sold (part)

BlackRock Equity Dividend Trust — Int/Div — Sold (part)

Centerpoint Energy Inc — Int/Div — Sold (part)

Centerpoint Energy Inc — Sold (part)

American Electric Power Co Inc — Int/Div — Buy (add'l)

American Electric Power Co Inc — Sold (part)

Pimco ETF TR Enhanced Short Maturity — Int/Div — Buy (add'l)

Pimco ETF TR Enhanced Short Maturity — Buy (add'l)

Southern Co — Int/Div

shares TR Dow Jones SEL Divid Index FD — Int/Div

FirstEnergy Corp — Int/Div

Sempra Energy — Int/Div — Buy (add'l)

Sempra Energy — Sold (part)

Anworth Mortgage Asset Corp — Int/Div — Sold (part)

Anworth Mortgage Asset Corp — Sold (part)

Frontier Communications Corp — Int/Div — Buy (add'l)

Frontier Communications Corp — Buy (add'l)

Frontier Communications Corp — Sold (part)

Frontier Communications Corp — Sold

Eaton Vance Risk Managed Global Diversified Equity Income — Int/Div

Eaton Vance Tax Managed Global Diversified Equity Income — Int/Div — Sold (part)

Eaton Vance Tax Managed Global Diversified Equity Income — Sold

Intel Corp — Int/Div — Sold (part)

Intel Corp — Sold (part)

Abbvie Inc — Int/Div — Sold (part)

Abbvie Inc — Sold (part)

Merck & Co. Inc — Int/Div — Sold (part)

Air Lease Corporation — Int/Div — Sold (part)

Air Lease Corporation — Sold (part)

Eaton Vance California Municipal Bond Fund — Int/Div — Sold (part)

shares 2018 AMT Free Muni Term ETF — Int/Div

Conagra Foods Inc — Int/Div — Buy (add'l)

Citigroup Inc Com — Int/Div — Buy (add'l)

Citigroup Inc Com — Buy (add'l)

Citigroup Inc Com — Sold (part)

Neuberger Berman Real Estate Securities Income Fund — Int/Div — Buy (add'l)

Neuberger Berman Real Estate Securities Income Fund — Sold (part)

Ishares 3 to 7 Year Treasury Bond ETF — Int/Div — Buy (add'l)

Ishares 3 to 7 Year Treasury Bond ETF — Buy (add'l)

Ishares 3 to 7 Year Treasury Bond ETF — Sold (part)

Ishares US ETF Tr Short Term Maturity Bond ETF — Int/Div

One Gas Inc — Int/Div — Sold (part)

shares Tr 0-5 Yr lnvt Grade Corp Bd ETF — Int/Div — Buy (add'l)

Nuveen California AMT Free Municipal Income Fund — Int/Div — Sold (part)

Nuveen California AMT Free Municipal Income Fund — Sold

SPDR Nuveen Barclays Short Term Municipal Bond ETF — Int/Div — Sold

Ishares Gold Trust — None — Buy (add'l)

Ishares Gold Trust — Sold (part)

Central Fund of Canada LTD CL-A Non Voting Shires — Int/Div — Buy (add'l)

Central Fund of Canada LTD CL-A Non Voting Shires — Buy (add'l)

Pimco Intermediate Municipal Bond Active Exchange Traded Fund — Int/Div — Buy (add'l)

Pimco Intermediate Municipal Bond Active Exchange Traded Fund — Buy (add'l)

Pimco Intermediate Municipal Bond Active Exchange Traded Fund — Sold (part)

Alps ETF TR Alerian MLP — Int/Div — Buy (add'l)

Alps ETF TR Alerian MLP — Buy (add'l)

Alps ETF TR Alerian MLP — Sold (part)

Pattern Energy Group Inc Class A — Int/Div — Buy (add'l)

Pattern Energy Group Inc Class A — Buy (add'l)

Pattern Energy Group Inc Class A — Sold (part)

Centurylink Inc — Int/Div — Buy (add'l)

Centurylink Inc — Buy (add'l)

Centurylink Inc — Sold (part)

Communications Sales & Leasing Inc Com — Int/Div — Buy (add'l)

Communications Sales & Leasing Inc Com — with line 241)

Bank of Nova Scotia — Int/Div — Sold (part)

Vanguard Calif Tax Free Intermediate Term Tax Exempt Fund — Int/Div — Buy (add'l)

Vanguard Calif Tax Free Intermediate Term Tax Exempt Fund — Buy (add'l)

Vanguard Calif Tax Free Intermediate Term Tax Exempt Fund — Sold (part)

Eaton Corporation — Int/Div

Vanguard Short Term Government Bond FTF — Int/Div — Buy (add'l)

Vanguard Short Term Government Bond FTF — Buy (add'l)

Vanguard Short Term Government Bond FTF — Sold (part)

US Govt Money Market Fund RBS Reserve Class — None — Closed

Transamerica Advisors: Whole Life Insurance Policy — None

Aurora National Life Assurance: Whole Life Insurance Policy — None

Metlife: Whole Life Insurance Policy — Int/Div

Lamb Weston Holdings Inc Common Stock — Int/Div — Buy (add'l)

Lamb Weston Holdings Inc Common Stock — Buy (add'l)

Orbital Atk Inc Com — Int/Div — Buy (add'l)

Orbital Atk Inc Com — Buy (add'l)

Orbital Atk Inc Com — Sold (part)

Tsakos Energy Navig USD1 — Int/Div — Buy (add'l)

Tsakos Energy Navig USD1 — Sold (part)

Tsakos Energy Navig USD1 — Sold

Vaneck Vectors ETF TR Gold Miners ETF — Int/Div — Buy (add'l)

Vaneck Vectors ETF TR Gold Miners ETF — Sold (part)

Alps ETF TR Sprott Gold Miners ETF — Int/Div — Buy (add'l)

Alps ETF TR Sprott Gold Miners ETF — Buy (add'l)

Euronav NV — Int/Div — Sold

SPDR Ser TR S&P Biotech ETF — Int/Div — Buy (add'l)

SPDR Ser TR S&P Biotech ETF — Sold (part)

Franco-Nevada Corporation — Int/Div — Buy (add'l)

Franco-Nevada Corporation — Buy (add'l)

Pimco Stocksplus Short Fund Class — Int/Div — Buy (add'l)

Pimco Stocksplus Short Fund Class — Sold (part)

Allergan PLC — Int/Div — Buy

Allergan PLC — Buy (add'l)

Allergan PLC — Sold

Vanguard FTSE Developed Markets ETF — Int/Div — Buy (add'l)

Vanguard FTSE Developed Markets ETF — Buy (add'l)

Schwab Target 2030 Fund — Int/Div

Schwab CA Tax Free Bond — Int/Div

Albemarle Corporation — Int/Div — Buy

Albemarle Corporation — Buy (add'l)

Cryoport Inc Com — None — Buy

Cryoport Inc Com — Buy (add'l)

International Business Machines Corp — Int/Div — Buy

International Business Machines Corp — Buy (add'l)

Kroger Co — None — Buy

Warrior Met Coal Ine Common Stock — Int/Div — Buy

Warrior Met Coal Ine Common Stock — Buy (add'l)

Vaneck Vectors ETF TR Amt Free Intermediate Muni Index ETF — Int/Div — Buy

Thomburg California Limited Term Municipal Fund CL 1 — Int/Div — Buy

Thomburg California Limited Term Municipal Fund CL 1 — Buy (add'l)

Thomburg California Limited Term Municipal Fund CL 1 — Sold (part)

RBC Insured Deposits — Int/Div — Open

B&G Foods Inc — None — Buy

B&G Foods Inc — Buy (add'l)

Energy Transfer Partmers LP — None — Buy

Energy Transfer Partmers LP — Buy (add'l)

Uniti Group Inc — Int/Div — Buy

Uniti Group Inc — Buy (add'l)

Uniti Group Inc — Sold (part)

Windstream Holdings Inc Com — Int/Div — Buy

Windstream Holdings Inc Com — Buy (add'l)

Windstream Holdings Inc Com — Sold (part)

Windstream Holdings Inc Com — Sold

Frontier Communications Corporation 11.125% Mandatory Conv PFD — Int/Div — Buy

Frontier Communications Corporation 11.125% Mandatory Conv PFD — Buy (add'l)

Frontier Communications Corporation 11.125% Mandatory Conv PFD — Sold (part)

BT Group PLC American Depository Shs — Int/Div — Buy

BT Group PLC American Depository Shs — Buy (add'l)

Director, Westen Justice Center

Director, Ninth Judicial Circust Historical Society

Spouse's income — 2017 — Self Emploved Attorney

Spouse's income — 2007 — Gogian Foundation-Trustee