| 2025 | The Real Love Company Inc | 990 | Director | 40 | $500 | $0 | View return |
| 2024 | The Financial Services Roundtable | 990 | President & CEO | 40 | $3,119,362 | $0 | View return |
| 2024 | The Real Love Company Inc | 990 | Director | 40 | $1,000 | $0 | View return |
| 2024 | The Financial Services Roundtable Scholarship Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2024 | Association of California Airports | 990EZ | Secretary/Tr | 1 | $0 | - | View return |
| 2024 | Uptown Lexington Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2024 | California Airports Council | 990 | Director | - | $0 | $0 | View return |
| 2023 | The Financial Services Roundtable | 990 | President & CEO | 40 | $2,983,900 | $0 | View return |
| 2023 | The Financial Services Roundtable | 990 | President & CEO | 40 | $2,983,900 | $0 | View return |
| 2023 | Material Handling Industry | 990 | VP Sales | 40 | $349,980 | $0 | View return |
| 2023 | The Real Love Company Inc | 990 | Director | 40 | $5,000 | $0 | View return |
| 2023 | The Financial Services Roundtable Scholarship Foundation | 990 | President | 1 | $0 | $2,983,900 | View return |
| 2023 | Uptown Lexington Inc. | 990 | President Elect | 1 | $0 | $0 | View return |
| 2023 | California Airports Council | 990 | Director | - | $0 | $0 | View return |
| 2023 | Association of California Airports | 990EZ | Secretary/Tr | 1 | $0 | - | View return |
| 2022 | The Financial Services Roundtable | 990 | President & CEO | 40 | $3,128,893 | $0 | View return |
| 2022 | The Real Love Company Inc | 990 | Director | 40 | $12,000 | $0 | View return |
| 2022 | The Financial Services Roundtable Scholarship Foundation | 990 | President | 1 | $0 | $3,128,893 | View return |
| 2022 | Uptown Lexington Inc. | 990 | President Elect | 1 | $0 | $0 | View return |
| 2022 | Association of California Airports | 990EZ | Director | 0 | $0 | - | View return |
| 2021 | The Financial Services Roundtable | 990 | President & CEO | 40 | $2,642,801 | $0 | View return |
| 2021 | The Real Love Company Inc | 990 | Director | 40 | $144,000 | $0 | View return |
| 2021 | The Financial Services Roundtable Scholarship Foundation | 990 | President | 1 | $0 | $2,642,801 | View return |
| 2021 | United Sports Association for Youth Inc. | 990 | Director At | 0.5 | $0 | $0 | View return |
| 2021 | United Sports Association for Youth Inc. | 990 | Director At | 0.5 | $0 | $0 | View return |
| 2021 | The Yellow Door Foundation Inc | 990 | Secretary | 10 | $0 | $0 | View return |
| 2020 | The Financial Services Roundtable | 990 | President & CEO | 40 | $2,629,011 | $0 | View return |
| 2020 | The Financial Services Roundtable Scholarship Foundation | 990 | President | 1 | $0 | $2,629,011 | View return |
| 2020 | The Yellow Door Foundation Inc | 990 | Director | 10 | $0 | $0 | View return |
| 2020 | United Sports Association for Youth Inc. | 990 | Director At | 0.5 | $0 | $0 | View return |
| 2019 | The Financial Services Roundtable | 990 | President & CEO | 40 | $2,498,467 | $0 | View return |
| 2019 | Material Handling Industry | 990 | Director Of Sales | 40 | $166,764 | $0 | View return |
| 2019 | The Yellow Door Foundation Inc | 990EZ | Director | 10 | $0 | - | View return |
| 2019 | Davidson County Community Action Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Material Handling Industry | 990 | Director Of Sales | 40 | $170,892 | $0 | View return |
| 2018 | Davidson County Community Action Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Material Handling Industry | 990 | Director Of Sales | 40 | $137,534 | $0 | View return |
| 2016 | Material Handling Industry | 990 | Director Of Sales | 40 | $139,333 | $0 | View return |