Brian Curtis Wimes
2017Annual
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Pull out the substance of this filing.
What was filed
24
investments
2
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
1
spouse income
Named parties
- National Courts and Science Institute (NCSI
- Lawyers Encouraging Academic Performance (L.LE.AP.)
- Southwest Visa
- Maumiott Rewards
- EdFmancials
- Oglewree, 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
Vanguard 529- Aggressive Plan — Int/Div
Vanguard 529- Moderate Plan — Int/Div
Vang Target Ret 2030- Blended Fund x — Int/Div
Vang Wellington ADM- Blended Fund — Int/Div
AF Europace Growth - Mutual Fund — Int/Div
Af New Perspect- Mutual Fund — Int/Div
OPP Developing Mkt - Mutual Fund — Int/Div
Drey Smep St. Idx INV « Mutual Fund — Int/Div
Vang S&P SC 600 IS - Mutual Fund x — Int/Div
Crln E SM Cap GR- Mutual Fund x — Int/Div
Vang MidCap idx inst- Mutual Fund — Int/Div
Fid TOT Mkt idx INS- Mutual Fund — Int/Div
Harbor Cam Appr Inst- Mutual Fund — Int/Div
HTFD Core Equity- Mutual Fund — Int/Div
Vang Windsor 11 ADM- Mutual Fund — Int/Div
AF Grth Fund Amer- Mutual Fund — Int/Div
Metwest TOT RTN BD- Bond — Int/Div
JPM LTD Duration- Bond x — Int/Div
Vang Treasury MM x — Int/Div
Missouri 2030- 401 Account — Int/Div
Eagle small SM Cap Grth-Mutual Fund — Int/Div
Board Member, National Courts and Science Institute (NCSI
Board Member, Lawyers Encouraging Academic Performance (L.LE.AP.)
Liability — Southwest Visa — Credit Card
Liability — Maumiott Rewards — Credit Card
Liability — EdFmancials — Educational Loan
Spouse's income — 2017 — Oglewree, Deakins, Nash, Smoak & Stewart, PC -Salary
Part VII Investments and Trust :
Item #9 Should have been reported in 2015 report when it was exchanged in as an asset in January , 2015 and should have been reported on all subsequent
reports.
Item #11 Should have been reported in my 2014 report when it was exchanged in as an asset in March, 2014 and should have been reported on all subsequent
reports.
Ttem#17 Should have been reported in my 2016 report when it was exchanged in as an asset in August , 2016 and should have and was reported on subsequent
reports.
Item24# Should have been reported in my 2015 report when it was exchanged in as an assest in January, 2015 and it was exchanged out in 2016 for item number
#17, therefore It is not listed on my report.
Item #20 From my 2016 (Hartford Cap App IA-Mutual) was left out of my 2017 report because it was exchanged out on 3/15/16 in the amount of $2,762.79.
Ttem#26 should not have been listed under header because its value is contained in Part VI
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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.