Independent Investment Advisers
Active 2014–2026. The register lists this client once for every firm that files on its behalf; all 3 of its records are shown together here.
| Year | Firm | Period | Amount | Doc |
|---|---|---|---|---|
| 2026 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$110,000 | |
| 2026 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$110,000 | |
| 2026 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$110,000 | |
| 2025 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$80,000 | |
| 2025 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$60,000 | |
| 2025 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$60,000 | |
| 2025 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$60,000 | |
| 2024 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$60,000 | |
| 2024 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$60,000 | |
| 2024 | K&L GATES, LLP |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Termination (No Activity) |
— |
| Firm | Filings | Amount |
|---|---|---|
| BROWNSTEIN HYATT FARBER SCHRECK, LLP | 20 | $1,210,000 |
| THORN RUN PARTNERS | 25 | $1,070,000 |
| K&L GATES, LLP | 17 | $20,000 |
| Issue | Activities |
|---|---|
| Financial Institutions/Investments/Securities | 29 |
| Taxation/Internal Revenue Code | 16 |
| Retirement | 3 |