Statement of Financial Interest filings from the Secretary of State Ethics portal.
| Statement | Year | Reason | Filed | |
|---|---|---|---|---|
| 2024 Statement of Financial Interest due 01/31/2025Paper | 2024 | Public Appointee to State Board or Commission | Jan 30, 2025 | Open PDF |
| 2025 Statement of Financial Interest due 01/31/2026Paper | 2025 | Public Appointee to State Board or Commission | Feb 2, 2026 | Open PDF |
| 2023 Statement of Financial InterestPaper | 2023 | Public Appointee to State Board or Commission | Jan 24, 2024 | Open PDF |
| Source | Type | Range |
|---|---|---|
| Heritage Oak Wealth Advisors | Investment | More than $12,500 |
| Mach 1 Financial Group | Investment | More than $12,500 |
| Merrill Investments | Investment | More than $12,500 |
| Social Security Administration | Government Benefits | More than $12,500 |
| Business | Type | Role |
|---|---|---|
| GN Investment Group, LLC | LLC | Investment holder |
| Heritage Oak Wealth Advisors | Wealth Advisory | Investment holder |
| Mach 1 Financial Group | Financial Group | Investment holder |
| Merrill Investments | Investment | Investment holder |
| Trickle Down Investments, LLC | LLC | Investment holder |
