INGHAM, KENNETH G
MIAMI, FL 33156
|
Ingham Group/Ingham Group/Pension Consultant | $5,000 |
G | 03/07/2019 |
MORRIS, VINCE
LEAWOOD, KS 66211
|
Bukaty Companies/Bukaty Companies/Vice President | $5,000 |
G | 04/02/2019 |
MOODY, JOHN
DENVER, CO 80202
|
Matrix Settlement & Clearance Services/Matrix Settlement & Clearance Services/President | $5,000 |
G | 04/29/2019 |
NOLAN, JAMES R
OVERLAND PARK, KS 66210
|
The Nolan Company/The Nolan Company/Pension Consultant | $5,000 |
G | 09/16/2019 |
DOBROW, STEPHEN L
BURLINGAME, CA 94010
|
Primark Benefits/Primark Benefits/Pension Consultant | $2,500 |
P | 01/01/1900 |
DOBROW, STEPHEN L
BURLINGAME, CA 94010
|
Primark Benefits/Primark Benefits/Pension Consultant | $2,500 |
G | 02/15/2019 |
ZELLER, LAWRENCE
BRIDGEWATER, NJ 08807
|
Preferred Pension Planning/Preferred Pension Planning/Pension Consultant | $2,500 |
G | 09/17/2019 |
DOBROW, STEPHEN L
BURLINGAME, CA 94010
|
Primark Benefits/Primark Benefits/Pension Consultant | $2,500 |
G | 10/10/2019 |
DELANEY, BARB
PEARL RIVER, NY 10965
|
Stone Street Equity/Stone Street Equity/President | $1,500 |
G | 07/22/2019 |
ASSALEY, ALEXANDER G
BETHESDA, MD 20814
|
Afs 401(K) Retirement Services, Llc/Afs 401(K) Retirement Services, Llc/Plan Advisor | $1,001 |
G | 03/12/2019 |
BAKER, SHERI
MANSFIELD, OH 44907
|
Summit Benefit Solutions, Inc./Summit Benefit Solutions, Inc./Accountant | $1,000 |
P | 01/01/1900 |
CARDILLO, REBECCAH L
TAMPA, FL 33609
|
Southern Pension Services/Southern Pension Services/Pension Consultant | $1,000 |
P | 01/01/1900 |
HUDSON, JIM
WACO, TX 76701
|
July Business Services/July Business Services/Third Party Administrator | $1,000 |
P | 01/01/1900 |
HUMPHREY, JOHN
WACO, TX 76703
|
July Business Services/July Business Services/Financial Advisor | $1,000 |
P | 01/01/1900 |
RAYMOND, LAWRENCE B
BINGHAM FARMS, MI 48025
|
Retirement Funding Corporation/Retirement Funding Corporation/Pension Consultant | $1,000 |
G | 01/01/1900 |
WILLIS, BLAKE
WACO, TX 76701
|
July Business Services/July Business Services/Third Party Administrator | $1,000 |
P | 01/01/1900 |
MARINO, ROSS
WILMINGTON, NC 28403
|
Raymond James/Raymond James/Financial Advisor | $1,000 |
G | 01/29/2019 |
DENOYIOR, JOSEPH F.
MC LEAN, VA 22102
|
Washington Financial Group/Washington Financial Group/Managing Partner | $1,000 |
G | 01/31/2019 |
SUPOVITZ, MARCY
WORCESTER, MA 01609
|
Boulay Donnelly & Supovitz Consulting/Boulay Donnelly & Supovitz Consulting/Executive | $1,000 |
G | 02/20/2019 |
ANDERSON, KIM
SAINT GEORGE, UT 84770
|
Soltis Investment Advisors/Soltis Investment Advisors/Vice President | $1,000 |
G | 03/11/2019 |
BRANDWEIN, SAM
BOCA RATON, FL 33486
|
Morgan Stanley Smith Barney/Morgan Stanley Smith Barney/Investment Advisor | $1,000 |
G | 03/12/2019 |
DIMITRIOU, STEVE
BOSTON, MA 02110
|
Mayflower Advisors, Llc/Mayflower Advisors, Llc/Investment Advisor | $1,000 |
G | 03/12/2019 |
HUDSON, JIM
WACO, TX 76701
|
July Business Services/July Business Services/Third Party Administrator | $1,000 |
G | 03/12/2019 |
KANE, MICHAEL
ALPHARETTA, GA 30076
|
Michael M. Kane & Associates, Llc/Michael M. Kane & Associates, Llc/Founder & Managing Director | $1,000 |
G | 03/12/2019 |
CULLEN, JEFFREY
SHOREWOOD, IL 60404
|
Strategic Retirement Partners/Strategic Retirement Partners/Advisor | $1,000 |
G | 03/18/2019 |
ABEYTA, JOHN
SAN ANTONIO, TX 78232
|
The Abeyta Bueche & Sanders Group At M/The Abeyta Bueche & Sanders Group At M/Financial Advisor | $1,000 |
G | 03/20/2019 |
LONG, RANDY
IRVINE, CA 92614
|
Sageview Advisory Group/Sageview Advisory Group/President | $1,000 |
G | 03/20/2019 |
DALL, CORBY
SAN JUAN CAPISTRANO, CA 92675
|
401K Advisors Intermountain/401K Advisors Intermountain/President & Practice Leader | $1,000 |
G | 03/22/2019 |
HUMPHREY, JOHN
WACO, TX 76703
|
July Business Services/July Business Services/Financial Advisor | $1,000 |
G | 04/01/2019 |
CLARK, JOHN
SAN FRANCISCO, CA 94105
|
Heffernan Financial Services/Heffernan Financial Services/Financial Advisor | $1,000 |
G | 04/07/2019 |
COBLE, MICHELLE
OKLAHOMA CITY, OK 73118
|
Metlife/Metlife/Crps | $1,000 |
G | 04/07/2019 |
D'AIUTOLO, PAUL
ROCHESTER, NY 14625
|
Ubs Institutional Consulting Group/Ubs Institutional Consulting Group/Financial Advisor | $1,000 |
G | 04/07/2019 |
HENON, ERIC
EAST GRANBY, CT 06026
|
Each Enterprise, Llc/Each Enterprise, Llc/President | $1,000 |
G | 04/07/2019 |
WILLIS, BLAKE
WACO, TX 76701
|
July Business Services/July Business Services/Third Party Administrator | $1,000 |
G | 04/16/2019 |
KADING, TODD
AUSTIN, TX 78730
|
Leafhouse Financial Advisors/Leafhouse Financial Advisors/Managing Director | $1,000 |
G | 05/01/2019 |
WEAVER, NEAL
AUSTIN, TX 78730
|
Leafhouse Financial Advisors/Leafhouse Financial Advisors/Financial Industry | $1,000 |
G | 05/01/2019 |
WAGGONER, JAMES
PLANO, TX 75093
|
Visionpoint Advisory Group/Visionpoint Advisory Group/Partner | $1,000 |
G | 06/25/2019 |
SIEGEL, SETH F
WARRENDALE, PA 15086
|
Siegel Actuarial Consulting/Siegel Actuarial Consulting/Pension Consultant | $1,000 |
G | 06/27/2019 |
CARDILLO, REBECCAH L
TAMPA, FL 33609
|
Southern Pension Services/Southern Pension Services/Pension Consultant | $1,000 |
G | 09/10/2019 |
HALLAM, ELIZABETH T
DENVILLE, NJ 07834
|
Axa Equitable Insurance Compan/Axa Equitable Insurance Compan/Pension Consultant | $1,000 |
G | 09/16/2019 |
MARKLEY, JOHN
LANCASTER, PA 17603
|
Markley Actuarial Services, In/Markley Actuarial Services, In/Actuary | $1,000 |
G | 10/22/2019 |
GRAFF, BRIAN H. ESQ.
ARLINGTON, VA 22203
|
American Society Of Pension Actuaries/American Society Of Pension Actuaries/Executive Director | $1,000 |
G | 12/31/2019 |
MATRANGOLA, MIRIAM G
KENNETT SQUARE, PA 19348
|
Atlantic Pension Services, Inc/Atlantic Pension Services, Inc/Pension Consultant | $600 |
G | 10/14/2019 |
CARDILLO, REBECCAH L
TAMPA, FL 33609
|
Southern Pension Services/Southern Pension Services/Pension Consultant | $500 |
P | 01/01/1900 |
CHURCH, RONALD
BAKERSFIELD, CA 93309
|
Ironwood Retirement Plan Consultants/Ironwood Retirement Plan Consultants/Financial Planner | $500 |
P | 01/01/1900 |
CHURCH, RONALD
BAKERSFIELD, CA 93309
|
Ironwood Retirement Plan Consultants/Ironwood Retirement Plan Consultants/Financial Planner | $500 |
P | 01/01/1900 |
CONTI, THERESA S
TEMPE, AZ 85281
|
Pension & Benefit Solutions/Pension & Benefit Solutions/Pension Consultant | $500 |
P | 01/01/1900 |
DONOVAN, KEVIN J
TUCSON, AZ 85728
|
Pinnacle Plan Design, Pc/Pinnacle Plan Design, Pc/Pension Consultant | $500 |
P | 01/01/1900 |
GRANGER, TOM
TOPEKA, KS 66636
|
Security Benefit/Security Benefit/Manager/Prod Sales | $500 |
G | 01/01/1900 |
IVERSON, AMANDA R.
TUCSON, AZ 85718
|
Pinnacle Plan Design, Llc/Pinnacle Plan Design, Llc/Chief Operating Officer | $500 |
P | 01/01/1900 |
MARSH, GREGORY
BASKING RIDGE, NJ 07920
|
Bridgehaven Fiduciary Partners/Bridgehaven Fiduciary Partners/Managing Director | $500 |
G | 01/01/1900 |
SAN FILLIPPO, JEN
BROOKFIELD, WI 53045
|
La Bri Group Retirement Services/La Bri Group Retirement Services/President | $500 |
P | 01/01/1900 |
SHOWALTER, LISA
LANCASTER, PA 17603
|
The Retirement Advantage, Inc./The Retirement Advantage, Inc./Third Party Administrator | $500 |
G | 01/01/1900 |
STARR, LAWRENCE C
WEST SPRINGFIELD, MA 01089
|
Qualified Plan Consultants, Inc/Qualified Plan Consultants, Inc/Pension Consultant | $500 |
P | 01/01/1900 |
MOISEYEV, DANIELLA
ARLINGTON, VA 22203
|
American Retirement Association/American Retirement Association/Cmo | $500 |
G | 01/31/2019 |
CLIFFORD, BILL
SOUTH HAMILTON, MA 01982
|
Beacon Benefits, Inc./Beacon Benefits, Inc./President | $500 |
G | 02/15/2019 |
DAVIS, MARK
ENCINO, CA 91436
|
Kravits Davis Sansome/Kravits Davis Sansome/Pension Consultant | $500 |
G | 02/15/2019 |
STIGLICH, STIGS
JOLIET, IL 60435
|
Cliftonlarsonallen Wealth Advisors/Cliftonlarsonallen Wealth Advisors/President | $500 |
G | 02/16/2019 |
FREEMAN, SCOTT
MYSTIC, CT 06355
|
Freeman Retirement Plan Consulting Llc/Freeman Retirement Plan Consulting Llc/President | $500 |
G | 03/11/2019 |
WILCOX, JOHN
WESTBOROUGH, MA 01581
|
Mayflower Advisors, Llc/Mayflower Advisors, Llc/Financial Planner | $500 |
G | 03/11/2019 |
SAN FILLIPPO, JEN
BROOKFIELD, WI 53045
|
La Bri Group Retirement Services/La Bri Group Retirement Services/President | $500 |
G | 03/12/2019 |
MARSH, GREGORY
BASKING RIDGE, NJ 07920
|
Bridgehaven Fiduciary Partners/Bridgehaven Fiduciary Partners/Managing Director | $500 |
G | 03/14/2019 |
BUSH, ANDREW D
BATON ROUGE, LA 70810
|
Horizon Wealth Management/Horizon Wealth Management/Financial Advisor | $500 |
G | 03/15/2019 |
EIDLIN, MARK
PITTSFORD, NY 14534
|
Merrill Lynch/Merrill Lynch/Financial Advisor | $500 |
G | 03/19/2019 |
CURRIE, PHILIP L
NEWPORT BEACH, CA 92663
|
Fulcrum Partners Llc/Fulcrum Partners Llc/Managing Director | $500 |
G | 03/20/2019 |
SCOBEE, LAURA T
ST. LOUIS, MO 63122
|
Moneta Group, Inc/Moneta Group, Inc/Pension Consultant | $500 |
G | 03/20/2019 |
GASAWAY, JIM
PORTAGE, MI 49002
|
Gasaway Investment Advisors, Inc./Gasaway Investment Advisors, Inc./Vice President | $500 |
G | 03/22/2019 |
CALLAHAN, MICHAEL E
SOUTHINGTON, CT 06489
|
Pentec, Inc/Pentec, Inc/Pension Consultant | $500 |
G | 03/25/2019 |
PIERCE, MICHAEL
LOTHIAN, MD 20711
|
Pierce Financial Group, Inc./Pierce Financial Group, Inc./Vice President | $500 |
G | 03/25/2019 |
CHESHIER, JEFF
NEW YORK, NY 10173
|
Nfp Affiliates/Nfp Affiliates/Financial Advisor | $500 |
G | 04/07/2019 |
MALCOLM, ALICIA R
WILLIAMSVILLE, NY 14221
|
Ubs Financial Services/Ubs Financial Services/Financial Advisor | $500 |
G | 04/07/2019 |
NICHOLS, JOSEPH A.
LIBERTY, MO 64068
|
Mccloud & Nichols, Inc./Mccloud & Nichols, Inc./Actuary | $500 |
G | 04/07/2019 |
WENZEL, PATRICIA
MISSOURI CITY, TX 77459
|
Merril Lynch/Merril Lynch/Financial Advisor | $500 |
G | 04/07/2019 |
BACKER, VICTORIA
ARLINGTON, VA 22203
|
American Retirement Association/American Retirement Association/Chief Operating Officer | $500 |
G | 04/16/2019 |
PILGER, STEVE
YAKIMA, WA 98902
|
Bbm Financial Services, Inc/Bbm Financial Services, Inc/Financial Advisor | $500 |
G | 04/16/2019 |
STOUT, JANIA
OWINGS MILLS, MD 21117
|
Hightower Fiduciary Plan Advisors/Hightower Fiduciary Plan Advisors/Practice Leader, Co Founder | $500 |
G | 04/16/2019 |
PHILLIPS, JIM
PEABODY, MA 01960
|
Retirement Resources/Retirement Resources/Financial Advisor | $500 |
G | 04/18/2019 |
CHURCH, RONALD
BAKERSFIELD, CA 93309
|
Ironwood Retirement Plan Consultants/Ironwood Retirement Plan Consultants/Financial Planner | $500 |
G | 04/19/2019 |
CHETNEY, WILLIAM
CARLSBAD, CA 92008
|
Grp Advisor Alliance/Grp Advisor Alliance/Ceo | $500 |
G | 04/23/2019 |
SCHWARTZ, JOSHUA
CHICAGO, IL 60603
|
Retirement Plan Advisors/Retirement Plan Advisors/Financial Industry | $500 |
G | 05/09/2019 |
MONTGOMERY, DAVID
TAMPA, FL 33618
|
Fidelis Fiduciary Management/Fidelis Fiduciary Management/Financial Advisor | $500 |
G | 06/01/2019 |
DORSA, LORRAINE
JACKSONVILLE, FL 32224
|
Aegis Pension Services, Inc./Aegis Pension Services, Inc./Actuary | $500 |
G | 06/06/2019 |
ERNST, JOHN
EAST LONGMEADOW, MA 01028
|
Ernst Financial Group/Ernst Financial Group/Financial Advisor | $500 |
G | 06/06/2019 |
SHOWALTER, LISA
LANCASTER, PA 17603
|
The Retirement Advantage, Inc./The Retirement Advantage, Inc./Third Party Administrator | $500 |
G | 06/06/2019 |
GREDYS, KEITH
WEST DES MOINES, IA 50265
|
Kidder Advisers Inc/Kidder Advisers Inc/Chairman & Ceo | $500 |
G | 06/21/2019 |
WEST, SHAWN
SCOTTSDALE, AZ 85260
|
Curafin Advisors/Curafin Advisors/Investment Advisor | $500 |
G | 07/23/2019 |
CHURCH, RONALD
BAKERSFIELD, CA 93309
|
Ironwood Retirement Plan Consultants/Ironwood Retirement Plan Consultants/Financial Planner | $500 |
G | 07/25/2019 |
MCKIERNAN, PATRICK
LOS ANGELES, CA 90071
|
Morgan Stanley Wealth Management/Morgan Stanley Wealth Management/Financial Advisor | $500 |
G | 07/25/2019 |
TUCKER, STACEY
DALLAS, TX 75254
|
Cecilco/Cecilco/Vice President | $500 |
G | 08/29/2019 |
ANASTASIADES, WILLIAM
FARMINGTON, CT 06032
|
Pension Consultants, Inc./Pension Consultants, Inc./Vice President | $500 |
G | 09/10/2019 |
HOFFMAN, CRAIG P
JACKSONVILLE, FL 32207
|
Sungard Corbel/Sungard Corbel/Pension Consultant | $500 |
G | 09/10/2019 |
PORTER, FRANK
GREENWOOD VILLAGE, CO 80111
|
Fascore/Fascore/Manager/Technical | $500 |
G | 09/10/2019 |
WHITE, NICHOLAS J
LOS ANGELES, CA 90025
|
Reish Luftman Mcdaniel & Reicher/Reish Luftman Mcdaniel & Reicher/Pension Consultant | $500 |
G | 09/10/2019 |
DENNIS, JILL
PITTSBURGH, PA 15219
|
Dunbar, Bender & Zapf, Inc./Dunbar, Bender & Zapf, Inc./Staff/Admin | $500 |
G | 09/12/2019 |
DONOVAN, KEVIN J
TUCSON, AZ 85728
|
Pinnacle Plan Design, Pc/Pinnacle Plan Design, Pc/Pension Consultant | $500 |
G | 09/18/2019 |
KATZ, STEPHANIE D
SILVER SPRING, MD 20910
|
Ceta Benefit Consulting Group, Llc/Ceta Benefit Consulting Group, Llc/Pension Consultant | $500 |
G | 09/18/2019 |
SIMON, WARREN
SYOSSET, NY 11791
|
Associated Pension Consultants, Inc./Associated Pension Consultants, Inc./President | $500 |
G | 09/18/2019 |
THOMSON, EDWARD H
SEA GRIT, NJ 08750
|
Eh Thomson & Company, Inc/Eh Thomson & Company, Inc/Pension Consultant | $500 |
G | 09/18/2019 |
DELONG, JENNIFER
NEW YORK, NY 10105
|
Ab/Ab/Svp, Managing Director Head Defined Co | $500 |
G | 03/21/2019 |
WONG, ADELINE
SAN DIEGO, CA 92121
|
Lpl Financial Retirement Partners/Lpl Financial Retirement Partners/Financial Advisor | $500 |
G | 03/21/2019 |