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Bryce James

Washington financial-affairs disclosure

← Washington filings

Filed May 22, 2025 · Period May 7, 2024 – May 6, 2025

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
Personal CheckingBanner Bankbank accountfiler$0 – $29,999Not reported
Checking for LFPBanner Bankbank accountfiler$0 – $29,999Not reported
Checking for LFP2Banner Bankbank accountfiler$0 – $29,999Not reported
VARIABLE UNIVERSAL LIFEPacific Lifeinsurancefiler$30,000 – $59,999$0 – $29,999
UNITSSMART PORTFOLIOS, LLC, A WHOLLY OWNED SUBSIDIARY OF SHIELD HOLDINGS, LLCself investmentfiler$1,000,000 or moreNot reported
PORTFOLIO MASON, LLC, A WHOLLY OWNED SUBSIDIARY OF TECHNOLOGY HOLDINGS, LLCSMART PORTFOLIOS, LLC, A WHOLLY OWNED SUBSIDIARY OF SHIELD HOLDINGS, LLCself investmentfiler$750,000 – $999,999Not reported
PORTFOLIO IQ, LLCSMART PORTFOLIOS, LLC, A WHOLLY OWNED SUBSIDIARY OF SHIELD HOLDINGS, LLCself investmentfiler$0 – $29,999Not reported
LAKE FOREST PARK, LLCSMART PORTFOLIOS, LLC, A WHOLLY OWNED SUBSIDIARY OF SHIELD HOLDINGS, LLCself investmentfiler$0 – $29,999Not reported
LFP2, LLCSMART PORTFOLIOS, LLC, A WHOLLY OWNED SUBSIDIARY OF SHIELD HOLDINGS, LLCself investmentfiler$0 – $29,999Not reported
TRUST ACCOUNT (UNFUNDED)BAJ IRROVOCABLE TRUSTotherfiler$0 – $29,999Not reported

Open original PDC disclosure ↗