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.

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Brian Curtis Wimes | Frix