Brian Curtis Wimes
2016Annual
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What was filed
22
investments
2
positions
0
gifts
0
agreements
4
debts
1
reimbursements
0
income
1
spouse income
Named parties
- National Courts and Science Institute (NCSI
- Lawyers Encouraging Academic Performance (L.LEAP)
- Southwest Visa
- Maumiott Rewards
- EdFmancial Services
- Amencan Education Service
- National Bur Association Commercial Law Section
- Ogliree, Deakins, Nash, Smoak & Stewart, PC - Salary
As filed
Mazuma Credit Union Cash Account #1 — Interest
Mazuma Credit Union- Cash Account £2 — Interest
Community America Credit Union-Cash Account — Interest
Missouri 2030 — Int/Div
Vanguard 529- Aggressive Plan — Int/Div
Vanguard 529-Moderate Plan — Int/Div
AF Europac Growth -Mutual Fund — Int/Div
AF Fundamental Inve-Mutual Fund (see part vin — None
AF Grth Fund Amer-Mutual Fund — Int/Div
Eagle SM Cap Grth-Mutual Fund — Int/Div
Fid Retire MMkt-Mutual Fund (see part vin — None
Fid ToT Mkt idx Ins- Mutual Fund (see part VI — Int/Div
Harpor Cap Appr Inst- Mutual Fund — Int/Div
Opp Developing Mkt-Mutual Fund — Int/Div
Pimpeo Tot Return Admin-Mutual fund (see part VII — None
Royce PA Mutual Inv-Mutual Fund (see part Villy — None
Sptn tot Mkt Idx Adv- Mutual Fund (see part VIII) — None
Vanguard Windsor Il ADM_Mutual Fund — Int/Div
Vang Mid Cap Idx Sig-Mutual Fund (see part VIII) — None
Hartford Cap App IA-Mutual Fund (see part Vin — Int/Div
Vang Wellington ADM-Blend Fund (see part VITE) — Int/Div
Metwest TOT RTN BD-Bond (see part VIII) — Interest
Board Member, National Courts and Science Institute (NCSI
Board Member, Lawyers Encouraging Academic Performance (L.LEAP)
Liability — Southwest Visa — Credit Card
Liability — Maumiott Rewards — Credit Card
Liability — EdFmancial Services — Educational Loan
Liability — Amencan Education Service — Educanonal Loan
Reimbursement — National Bur Association Commercial Law Section — Febuary 18-20, 2016 — Scottsdale, Anzona — Corporate Counsel meeting — Transportation, Hotel, Meal
Spouse's income — 2016 — Ogliree, Deakins, Nash, Smoak & Stewart, PC - Salary
Part VII Investments and Trust
Item #2 Inadvertantly left off the 2015 Report (First reported mn 2014)
Item #8 Has reflected on my past reports incorrectly. The reported amounts were/are correct, but it should have been listed as AF Growth Fund Amer (See item
#9)
Item# 11 This asset should only have been reflected up to and including the 2014 report. (secking inquiry from investment firm on final disposition of the fund)
Item #12 1 was unaware of this asset and it was inadvertantly left off my previous reports.
Item# 15 This asset should not have been reflected on the 2015 report. Tt was exchanged in August of 2014,
Item #16 This asset should only have been reflected on the 2012 and 2013 report. (seeking inquiry from the investment firm on the final disposition of the fund)
Item # 17 This asset should not have been reflected on the 2015 report. It was exchanged in August of 2014,
Item #19 This asset should not have been reflected on the 2015 report. It was exchanged in August of 2014.
Item#20 | was unaware of this asset and it was inadvertatly left off my previous reports.
Trem #21 1 was unaware of this asset and it was inadvertatly left off my previous reports.
Item #22 1 was unaware of this usset and it was inadvertutly left off my previous reports.
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.