Strategic advisors and advocacy firm
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | WELLS FARGO & COMPANY |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2026 | MANAGED FUNDS ASSOCIATION |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2026 | WELLS FARGO & COMPANY |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$10,000 | — | |
| 2026 | MANAGED FUNDS ASSOCIATION |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$10,000 | — | |
| 2025 | WELLS FARGO & COMPANY |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2025 | MANAGED FUNDS ASSOCIATION |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2025 | WELLS FARGO & COMPANY |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$10,000 | — | |
| 2025 | MANAGED FUNDS ASSOCIATION |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$10,000 | — | |
| 2024 | WELLS FARGO & COMPANY |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$10,000 | — | |
| 2024 | MANAGED FUNDS ASSOCIATION |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$10,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| MANAGED FUNDS ASSOCIATION | 23 | $225,000 |
| WELLS FARGO & COMPANY | 21 | $220,000 |
| META PLATFORMS INC (FORMERLY FACEBOOK INC AND VARIOUS SUBSIDIARIES) | 14 | $250,000 |
| CORELOGIC | 9 | $80,000 |
| Name | Disclosed Prior Position |
|---|---|
| ROBERT PRIBBLE |