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Anthony P. Patti

2020

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Pull out the substance of this filing.

What was filed

  • 400

    investments

  • 15

    positions

  • 0

    gifts

  • 5

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 10

    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
  • University of Michigan-Dearborn adjunct teaching

As filed

IRA (H) 21

IRA (H) 21

IRA (H) 21

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

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) (Y)

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)

Merrill Lynch Bank Deposit Program — 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)

Merrill Lynch Bank Deposit Program — 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

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

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) (Y)

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)

Merrill Lynch Bank Deposit Program — 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)

Merrill Lynch Bank Deposit Program — 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

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

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) (Y)

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)

Merrill Lynch Bank Deposit Program — 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)

Merrill Lynch Bank Deposit Program — 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

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

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) (Y)

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)

Merrill Lynch Bank Deposit Program — 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)

Merrill Lynch Bank Deposit Program — 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

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

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) (Y)

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)

Merrill Lynch Bank Deposit Program — 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)

Merrill Lynch Bank Deposit Program — 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

Adjunct Lecturer, University of Michigan-Dearborn

Custodian, Investment Accounts 4-7

Trustee, Trust #1

Adjunct Lecturer, University of Michigan-Dearborn

Custodian, Investment Accounts 4-7

Trustee, Trust #1

Adjunct Lecturer, University of Michigan-Dearborn

Custodian, Investment Accounts 4-7

Trustee, Trust #1

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

Agreement — 01/01/2015 — Hooper Hathaway, P.C. Memorandum of Redemption, tendering all shares, waiving salary continuation and agreeing to payment of outstanding receivables

Agreement — 01/01/2015 — Hooper Hathaway, P.C. Memorandum of Redemption, tendering all shares, waiving salary continuation and agreeing to payment of outstanding receivables

Agreement — 01/01/2015 — Hooper Hathaway, P.C. Memorandum of Redemption, tendering all shares, waiving salary continuation and agreeing to payment of outstanding receivables

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 — 2020 — Hooper Hathaway PC fees earned prior to departure consistent with the terms of agreement listed in Part II — $88,883.96

Income — 2020 — University of Michigan-Dearborn adjunct teaching — $4,961.20

Income — 2020 — Hooper Hathaway PC fees earned prior to departure consistent with the terms of agreement listed in Part II — $88,883.96

Income — 2020 — University of Michigan-Dearborn adjunct teaching — $4,961.20

Income — 2020 — Hooper Hathaway PC fees earned prior to departure consistent with the terms of agreement listed in Part II — $88,883.96

Income — 2020 — University of Michigan-Dearborn adjunct teaching — $4,961.20

Income — 2020 — Hooper Hathaway PC fees earned prior to departure consistent with the terms of agreement listed in Part II — $88,883.96

Income — 2020 — University of Michigan-Dearborn adjunct teaching — $4,961.20

Income — 2020 — Hooper Hathaway PC fees earned prior to departure consistent with the terms of agreement listed in Part II — $88,883.96

Income — 2020 — University of Michigan-Dearborn adjunct teaching — $4,961.20

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.

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