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Est. Assets
$1.3M – $3.6M
Assets Disclosed
78
Est. Liabilities
$500K – $1.0M
Positions Held
4
| filer |
| $15,001 - $50,000 |
| — |
| First Allied Roth IRA - Oppenheimer Developing Markets EIF | filer | $15,001 - $50,000 | — |
| First Allied Roth IRA - T Rowe Price Emerging Markets EIF | filer | $15,001 - $50,000 | — |
| First Allied Roth IRA - Proshares TR Hedged FTSE Europe ETF EIF | filer | $15,001 - $50,000 | — |
| First Allied IRA - JP Morgan Chase & Co Medium Term NTS | filer | $15,001 - $50,000 | — |
| First Allied IRA - Ishares Inc Edge MSCI Minimum EIF | filer | $15,001 - $50,000 | — |
| First Allied IRA - Carter Validus Mission Critical REIT EIF | filer | $15,001 - $50,000 | — |
| First Allied IRA - American Realty Capital Hospitality REIT EIF | filer | $15,001 - $50,000 | — |
| First Allied IRA - Realty Finance Trust Inc REIT EIF | filer | $15,001 - $50,000 | — |
| First Allied SEP - Blackrock Multi-Asset Income EIF | filer | $15,001 - $50,000 | — |
| First Allied Roth IRA - Franklin Mutual Global Discovery EIF | spouse | $15,001 - $50,000 | — |
| U.S. Bank Personal Account #2 (cash) | filer | $15,001 - $50,000 | — |
| First Allied Brokerage Account - Edgewood Growth EIF | filer | $15,001 - $50,000 | — |
| First Allied Brokerage Account - Growth Fund of America EIF | filer | $15,001 - $50,000 | — |
| First Allied Brokerage Account - MFS Growth Fund EIF | filer | $15,001 - $50,000 | — |
| First Allied Brokerage Account - Ingredion Inc | filer | $15,001 - $50,000 | Dividends |
| First Allied Brokerage Account - Columbia Dividend Opportunity Fund Class A EIF | filer | $15,001 - $50,000 | — |
| First Allied Brokerage Account - Federated Strategic Value EIF | filer | $15,001 - $50,000 | — |
| First Allied Brokerage Account - John Hancock Disciplined Value Fund EIF | filer | $15,001 - $50,000 | — |
| First Allied Brokerage Account - Franklin Mutual Shares EIF | filer | $15,001 - $50,000 | — |
| First Allied College Access 529 Plan - Allianzgi NFJ Small Cap Value Fund EIF | filer | $15,001 - $50,000 | — |
| First Allied College Access 529 Plan - Allianzgi Focused Growth Class Fund EIF | filer | $15,001 - $50,000 | — |
| First Allied College Access 529 Plan - Dodge & Cox International Stock Fund EIF | filer | $15,001 - $50,000 | — |
| First Allied College Access 529 Plan - PIMCO Income Fund EIF | filer | $15,001 - $50,000 | — |
| First Allied Roth IRA - William Blair Small Cap Value Fund EIF | spouse | $1,001 - $15,000 | — |
| First Allied Brokerage Account - First Eagle Gold Fund EIF | filer | $1,001 - $15,000 | — |
| Marsh and McClellan 401k - T. Rowe Price Blue Chip Growth EIF | spouse | $1,001 - $15,000 | — |
| Marsh and McClellan 401k - Dodge & Cox Stock Fund EIF | spouse | $1,001 - $15,000 | — |
| First Allied IRA - Federated Treas Oblig Capital | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Oakmark International Fund EIF | filer | $1,001 - $15,000 | — |
| First Allied IRA - VEREIT Inc PFD Ser F EIF | filer | $1,001 - $15,000 | — |
| First Allied IRA - Delaware Small Cap Core Fund EIF | filer | $1,001 - $15,000 | — |
| First Allied IRA - Fidelity Advisor Mid Cap II Fund EIF | filer | $1,001 - $15,000 | — |
| First Allied Roth IRA - Proshares TR Hedged FTSE Japan ETF EIF | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Lord Abbett Short Duration Income FD EIF | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Pimco Stockplus Short Fund EIF | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Ishares TR US PFD Stk Index EIF | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - FlexInsured Account | filer | $1,001 - $15,000 | — |
| First Allied Roth IRA - Pershing Prime Reserves | filer | $1,001 - $15,000 | — |
| First Allied SEP - Federated Treas Oblig Capital | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - HSBC USA Inc Medium Term | filer | $1,001 - $15,000 | — |
| First Allied SEP - Eaton Vance Floating Rate Fund EIF | filer | $1,001 - $15,000 | — |
| First Allied SEP - Metropolitan West Total Return Bond EIF | filer | $1,001 - $15,000 | — |
| First Allied Roth IRA - Delaware Small Cap Core Fund EIF | spouse | $1,001 - $15,000 | — |
| U.S. Bank Personal Account #1 (cash) | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Edgewood Growth Fund In EIF | filer | $1,001 - $15,000 | — |
| U.S. Bank Personal Account #3 (cash) | filer | $1,001 - $15,000 | — |
| First Allied Roth IRA - Janus Global Select Fund EIF | filer | $1,001 - $15,000 | — |
| First Allied Roth IRA - Janus Global Life Science Fund EIF | filer | $1,001 - $15,000 | — |
| First Allied Roth IRA - Growth Fund of America EIF | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - FlexInsured Account | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Bank of America Corp. | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Citigroup Inc. | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - General Electric Co. | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Microsoft Corp. | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - VEREIT Inc. PFD SER F EIF | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - Alger Capital Appreciation Fund EIF | filer | $1,001 - $15,000 | — |
| First Allied Brokerage Account - FS Invt Corp Com EIF | filer | $1,001 - $15,000 | — |
| Marsh & McClellan 401k - EuroPacific Growth Fund EIF | spouse | None (or less than $1,001) | — |
| Marsh & McClellan 401k - INVESCO Fixed Income Fund EIF | spouse | None (or less than $1,001) | — |
| Trump For America | filer | — | salary |
| First Allied Brokerage Account - Mondelez International | filer | None (or less than $1,001) | — |
| First Allied Brokerage Account - PayPal Holdings Inc | filer | None (or less than $1,001) | — |
| First Allied Brokerage Account - Philip Morris Intl Inc. | filer | None (or less than $1,001) | — |
| First Allied Brokerage Account - Wal Mart Stores | filer | None (or less than $1,001) | — |
| Donald J. Trump for President, Inc. | filer | — | Monthly consultant fee |
| First Allied Brokerage Account - Oakmark International Fund EIF | filer | None (or less than $1,001) | — |
| First Allied Brokerage Account - Altria Group Inc. | filer | None (or less than $1,001) | — |
| First Allied Roth IRA - Federated Treas Oblig Capital | spouse | None (or less than $1,001) | — |
| Business income - Pitcock Consulting LLC | filer | — | business gross income |
| First Allied Brokerage Account - Coca Cola | filer | None (or less than $1,001) | — |
| First Allied Brokerage Account - Ebay Inc. | filer | None (or less than $1,001) | — |
| First Allied Brokerage Account - The Fairholme Fund EIF | filer | None (or less than $1,001) | — |
| First Allied Brokerage Account - Kraft Heinz | filer | None (or less than $1,001) | — |