Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Started 08/28/2023
Records
Financial Disclosure Details - OGE Form 278e
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Goldbelt LLC (Goldbelt C6) | Chesapeake, VA, US | Senior Advisor for Business Engagement | 08/25/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | (IRA) Sofi Bank | |||
1.1 | (ETF) BND-Total Bond Market ETF Vanguard | $1,001 - $15,000 | None (or less than $201) | |
1.2 | (Stock) SFY-Sofi Select 500 ETF | $1,001 - $15,000 | None (or less than $201) | |
1.3 | (Stock) VEA-FTSE Developed Markets Vanguard | $1,001 - $15,000 | None (or less than $201) | |
2 | Goldbelt LLC (401k) Wilmington Trust | |||
2.1 | (Other) flexPATH Index+ Mod 2055 Fund CL I1(WFIPVX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | (Pension) Deloitte Consulting | $1,001 - $15,000 | None (or less than $201) | |
4 | (Self EI) Goldbelt LLC Salary Compensation from Goldbelt LLC Washington, DC, US | Salary | $82,005.55 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Deloitte Consulting LLC | Arlington, VA, US | Employee Pension Plan (I will continue to participate in this defined benefit plan). | 08/2010 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (REIT) Fundrise | None (or less than $1,001) | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | J.P. Morgan Chase; New York, NY, US | $10,001 - $15,000 | 2023 | Revolving |
2 | Citibank; New York, NY, US | $15,001 - $50,000 | 2022 | Revolving |
3 | Notable; Stamford, CT, US | $15,001 - $50,000 | 2022 | 60 months |
4 | Dividend Finance; Cincinnati, OH, US | $15,001 - $50,000 | 2023 | 18 years |
5 | Laurel Road; New York, NY, US | $100,001 - $250,000 | 2010 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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