| Year | Firm | Client | Income | Doc |
|---|---|---|---|---|
| 2026 2nd Quarter - Report |
MONTICELLO ADVISORY GROUP | CLEARINGHOUSE CDFI | $10,000 | |
| 2026 1st Quarter - Report |
MONTICELLO ADVISORY GROUP | CLEARINGHOUSE CDFI | — | |
| 2026 1st Quarter - Termination |
MONTICELLO ADVISORY GROUP | NSIGHT HEALTH, INC. | — | |
| 2026 Registration |
MONTICELLO ADVISORY GROUP | CLEARINGHOUSE CDFI | — | |
| 2026 Registration |
MONTICELLO ADVISORY GROUP | NSIGHT HEALTH, INC. | — |