| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | RETIRESAFE |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report (No Activity) |
— | — | |
| 2026 | RETIRESAFE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity) |
— | — | |
| 2024 | RETIRESAFE |
4th Quarter (Oct 1 - Dec 31) AMENDED |
— | — | |
| 2024 | RETIRESAFE |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | — | |
| 2024 | RETIRESAFE |
2nd Quarter (Apr 1 - June 30) AMENDED |
— | — | |
| 2024 | RETIRESAFE |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — | |
| 2024 | RETIRESAFE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity) |
— | — | |
| 2023 | RETIRESAFE |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | — | |
| 2023 | RETIRESAFE |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | — | |
| 2023 | RETIRESAFE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| RETIRESAFE | 85 | $10,368 |
| Name | Disclosed Prior Position |
|---|---|
| ALFRED W CORS | |
| MARK GIBBONS | |
| YANA JUROVITZKI | Director, Communications and Advocacy |
| THAIR PHILLIPS | President |
| MICHELLE PLASARI | PRESIDENT |