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.

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