Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $5.1 M
Salary
- Unknown
Departed Administration
- Yes
Records
- OGE Form 278 Termination (08/04/2021)
- OGE Form 278t (07/12/2021)
- OGE Form 278t (06/07/2021)
- OGE Form 278e (05/11/2021) [4]
- OGE Form 278t (03/29/2021)
- OGE Form 278t (10/15/2020)
- OGE Form 278t (09/11/2020)
- OGE Form 278t (07/23/2020)
- OGE Form 278t (05/27/2020)
- OGE Form 278t (05/18/2020)
- OGE Form 278t (05/13/2020) [3]
- OGE Form 278e (05/12/2020) [2]
- OGE Form 278t (05/12/2020) [1]
- OGE Form 278t (05/06/2020)
- OGE Form 278t (05/05/2020)
- OGE Form 278t (04/23/2020) [2]
- OGE Form 278t (04/09/2020)
- OGE Form 278t (04/03/2020)
- OGE Form 278t (07/24/2019)
- OGE Form 278t (05/21/2019)
- OGE Form 278e (05/07/2019) [1]
- OGE Form 278t (05/03/2019)
- OGE Form 278t (02/20/2019) [1]
- OGE Form 278e (05/15/2018) [2]
- OGE Form 278t (05/15/2018)
- OGE Form 278t (05/15/2018) [2]
- OGE Form 278e (05/30/2017)
- OGE Form 278t (05/26/2017) [12]
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "EUROPACIFIC GROWTH FUND CLASS F-2".
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
76 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Sale | 05/05/2020 | $1,001 - $15,000 |
85 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 05/05/2020 | $1,001 - $15,000 |
97 | Raymond James John IRA Freedom Bal w/Growth Mutual Fund account- Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 05/07/2020 | $1,001 - $15,000 |
101 | Raymond James Spouse IRA Freedom Bal w/Growth Mutual Fund Account- Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 05/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/13/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
5 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 05/05/2020 | $1,001 - $15,000 |
16 | Raymond James John IRA Freedom Bal w/Growth Mutual Fund account- Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 05/07/2020 | $1,001 - $15,000 |
20 | Raymond James Spouse IRA Freedom Bal w/Growth Mutual Fund Account- Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 05/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
43 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Accoun: Europacific Growth Fund Class F2-American Fund N/L (AEPFX) | Sale | 11/21/2019 | $1,001 - $15,000 |
55 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund Account: Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Sale | 11/21/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
6 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (04/23/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
17 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Accoun: Europacific Growth Fund Class F2-American Fund N/L (AEPFX) | Sale | 11/21/2019 | $1,001 - $15,000 |
26 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund Account: Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Sale | 11/21/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/07/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
14 | Gibbons Joint Freedom Bal/w Growth Mutual Fund Account-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Sale | 05/21/18 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (02/20/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
13 | Gibbons Joint Freedom Bal/w Growth Mutual Fund Account-Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 05/21/18 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
6 | Raymond James-Shelby IRA Freedom Bal w/Growth Mutual Fund-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Purchase | 11/15/2017 | $1,001 - $15,000 |
20 | Raymond James-John IRA Freedom Bal w/Growth Mutual Fund-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Purchase | 11/15/2017 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
10 | Raymond James-John IRA Freedom Bal w/Growth Mutual Fund-Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Purchase | 11/15/2017 | $1,001 - $15,000 |
14 | Raymond James-Shelby IRA Freedom Bal w/Growth Mutual Fund-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Purchase | 11/15/2017 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/26/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
8 | Raymond James Gibbons Joint Freedom Balance with Growth-Europacific Frowth Fund Class F2- American Funds N/L (AEPFX) | Purchase | 10/05/2016 | |
61 | RJ-Spouse IRA Freedom Bal w/Growth Mutual Fund- Europacific Growth Fund Class F2- American Funds (AEPFX) | Sale | 10/21/2016 | |
92 | Raymond James Gibbons Joint freedom Balance w/growth mutual fiund-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Purchase | 12/08/2016 | |
120 | Raymond James Gibbons Joint Freedom Bal w/Growth diversified mutual fund-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Purchase | 11/10/2016 | |
144 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Purchase | 04/08/2016 | |
163 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Purchase | 07/08/2016 | |
182 | Raymond James gibbons Joint Freedom Bal w/growth diversified mutual fund-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Purchase | 10/11/2016 | |
206 | RJ-John IRA Freedom Bal w/growth diversified mutual fund-Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 10/26/2016 | |
223 | RJ-Spouse IRA Freedom Bal w/growth diversified mutual fund-Europacific Growth Fund Class F2- American Funds N/L (AEPFX) | Sale | 10/26/2016 | |
231 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | Purchase | 12/23/2016 |
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