| 2024 | East Asian Reformed Educational Ministries Inc. | 990EZ | Treasurer | 1 | $0 | - | View return |
| 2024 | The Amal Alliance Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2024 | Second Star Foundation Inc. | 990PF | Director | 5 | $0 | $0 | View return |
| 2023 | East Asian Reformed Educational Ministries Inc. | 990EZ | Treasurer | 1 | $0 | - | View return |
| 2023 | Rankin First Development Foundation | 990EZ | Board Attorney | 1 | $0 | $0 | View return |
| 2022 | Rankin First Development Foundation | 990EZ | Board Attorney | 1 | $0 | $0 | View return |
| 2021 | Community Development Bankers Association Cdba | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Rankin First Development Foundation | 990EZ | Board Attorney | 1 | $0 | $0 | View return |
| 2020 | Wesley Gardens Corporation | 990 | President / CEO (Through 12/2020) | 39 | $441,437 | $0 | View return |
| 2020 | Community Development Bankers Association Cdba | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | United Bank Charitable Foundation Inc. | 990PF | Chairman | 0.25 | $0 | $0 | View return |
| 2020 | Rankin First Development Foundation | 990EZ | Board Attorney | 1 | $0 | $0 | View return |
| 2019 | Wesley Gardens Corporation | 990 | President / CEO | 39 | $281,855 | $0 | View return |
| 2019 | Albuquerque Country Club | 990 | Head Tennis | 55 | $100,698 | $0 | View return |
| 2019 | Community Development Bankers Association Cdba | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | United Bank Charitable Foundation Inc. | 990PF | Chairman | 0.25 | $0 | $0 | View return |
| 2019 | Rankin First Development Foundation | 990EZ | Board Attorney | 2 | $0 | $0 | View return |
| 2018 | Wesley Gardens Corporation | 990 | President / CEO | 39 | $340,008 | $0 | View return |
| 2018 | Albuquerque Country Club | 990 | Head Tennis | 55 | $106,257 | $0 | View return |
| 2018 | Upton Foundation Inc | 990 | President | 1 | $0 | $340,008 | View return |
| 2018 | International Academy of Trial Lawyers | 990 | Director | 0.3 | $0 | $0 | View return |
| 2018 | Community Development Bankers Association Cdba | 990 | Board Chair | 2 | $0 | $0 | View return |
| 2018 | United Bank Charitable Foundation Inc. | 990PF | Chairman | 0.25 | $0 | $0 | View return |
| 2018 | Rankin First Development Foundation | 990EZ | Board Attorney | 2 | $0 | $0 | View return |
| 2017 | Wesley Gardens Corporation | 990 | President / CEO | 39 | $325,607 | $0 | View return |
| 2017 | Albuquerque Country Club | 990 | Head Tennis Professional | 55 | $106,257 | $0 | View return |
| 2017 | Upton Foundation Inc | 990 | President | 1 | $0 | $325,607 | View return |
| 2017 | Community Development Bankers Association Cdba | 990 | Board Chair | 2 | $0 | $0 | View return |
| 2017 | United Bank Charitable Foundation Inc. | 990PF | Chairman | 0.25 | $0 | $0 | View return |
| 2017 | Escambia County Public Schools Foundation for Excellence Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Rankin First Development Foundation | 990EZ | Board Attorney | 2 | $0 | $0 | View return |
| 2016 | Wesley Gardens Corporation | 990 | President / CEO | 39 | $315,527 | $0 | View return |
| 2016 | Upton Foundation Inc | 990 | President | 1 | $0 | $315,527 | View return |
| 2016 | Community Development Bankers Association Cdba | 990 | Vice-Chair | 2 | $0 | $0 | View return |
| 2016 | United Bank Charitable Foundation Inc. | 990PF | President | 0.25 | $0 | $0 | View return |
| 2016 | International Academy of Trial Lawyers | 990 | Secretary - Treasurer | 0.3 | $0 | $0 | View return |
| 2016 | Rankin First Development Foundation | 990EZ | Board Attorney | 2 | $0 | $0 | View return |
| 2016 | Escambia County Public Schools Foundation for Excellence Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Wesley Gardens Corporation | 990 | President / CEO | 39 | $309,394 | $0 | View return |
| 2015 | Upton Foundation Inc | 990 | President | 0 | $0 | $309,394 | View return |
| 2015 | Community Development Bankers Association Cdba | 990 | Vice-Chair | 2 | $0 | $0 | View return |
| 2015 | United Bank Charitable Foundation Inc. | 990PF | President | 0.25 | $0 | $0 | View return |
| 2015 | International Academy of Trial Lawyers | 990 | Director | 0.3 | $0 | $0 | View return |
| 2015 | Rankin First Development Foundation | 990EZ | Board Attorney | 2 | $0 | $0 | View return |
| 2014 | Wesley Gardens Corporation | 990 | President/CEO | 39 | $239,342 | $0 | View return |
| 2014 | Upton Foundation Inc | 990 | President | 0 | $0 | $239,342 | View return |
| 2014 | International Academy of Trial Lawyers | 990 | Director | 0.3 | $0 | $0 | View return |
| 2014 | United Bank Charitable Foundation Inc. | 990PF | President | 0.25 | $0 | $0 | View return |
| 2014 | Community Development Bankers Association Cdba | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Rankin First Development Foundation | 990EZ | Board Attorney | 2 | $0 | $0 | View return |
| 2014 | American Bankers Association | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Wesley Gardens Corporation | 990 | President/CEO | 39 | $218,185 | $0 | View return |
| 2013 | Upton Foundation Inc | 990 | President | 0.3 | $218,185 | $0 | View return |
| 2013 | International Academy of Trial Lawyers | 990 | Director | 0.3 | $0 | $0 | View return |
| 2013 | Community Development Bankers Association Cdba | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | United Bank Charitable Foundation Inc. | 990PF | President | 0.25 | $0 | $0 | View return |
| 2013 | Rankin First Development Foundation | 990EZ | Board Attorney | 2 | $0 | $0 | View return |
| 2013 | American Bankers Association | 990 | Board Member | 1 | $0 | $0 | View return |
| 2012 | United Bank Charitable Foundation Inc. | 990PF | President | 0.25 | $0 | $0 | View return |
| 2011 | United Bank Charitable Foundation Inc. | 990PF | President | 0.25 | $0 | $0 | View return |