James Alan Soto
2017Annual
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What was filed
16
investments
3
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Battert-Soto Parmership
- Efraim Canyon Properties, LLC
- SoBros, LLC
- Elected Officials Retirement Plan, Pension
As filed
Baffert-Soto Partnership, Nogales, Arizona 85621 — Rent
Efraim Canyon Properties, LLC, Nogales, Arizona 85621 — Rent
SoBros, LLC, Nogales, Arizona 85621 — Interest
Amencan Century Growth Fund (IRA) — Int/Div
American Funds Washington Mutual Investors Fund (IRA) — Int/Div
Fidelity Magellan Fund (IRA) — Int/Div
Janus Fund (IRA) — Int/Div
Prudential Jennison Fund (IRA) — Int/Div
Nationwide Destination Moderately Aggressive Fund — Int/Div
American Funds Small Cap World — Int/Div
Amencan Funds New World Fund — Int/Div
Source Capital, Inc. (OR) — Int/Div
Chase Bank - Cash Accounts — Interest
Wells Fargo - Bank Cash Accounts — Interest
Morgan - Stanley Bank - Cash Accounts (X) — Interest
DMJ Family Trust Dated 9/1/2017 — Reat
Parmer, Battert-Soto Parmership
Member as co-trustee of family trust, Efraim Canyon Properties, LLC
Member as co-trustee of family trust, SoBros, LLC
Agreement — 12:7 — Arizona Elected Officials Retirement Plan with Former Employer, State of Anzona, no control
Income — 27 — Elected Officials Retirement Plan, Pension — S75.084.00
Assets formerly held by filer and filer's JJ at V1. 2, 3, 13 (part), 14 (part), 15 were transferred to a fumily trust in September 2017. Filer and filer's JH are
the trustors, trustees, and primary beneficianes of said trust.
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.