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Terry Roberts

Washington financial-affairs disclosure

← Washington filings

Filed May 14, 2024 · Period May 10, 2023 – May 9, 2024

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
checkingBofAbank accountfiler$60,000 – $99,999Not reported
StockDSFSinvestmentfiler$30,000 – $59,999Not reported
401KDSFSinvestmentfiler$60,000 – $99,999Not reported
401KDSFSotherfiler$0 – $29,999Not reported
IRAMerrill Lynchbank accountfiler$100,000 – $199,999Not reported
AdvisoryMerrill Lynchbank accountspouse$750,000 – $999,999Not reported
IRAMerrill Lynchbank accountspouse$60,000 – $99,999Not reported
ManagementMerrill Lynchbank accountspouse$60,000 – $99,999Not reported

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