| 2024 | Trail Life USA Inc | 990 | Chair | 1 | $0 | $0 | View return |
| 2023 | Trail Life USA Inc | 990 | Chair | 1 | $0 | $0 | View return |
| 2022 | Trail Life USA Inc | 990 | Chair | 1 | $0 | $0 | View return |
| 2021 | Academy of Financial Services | 990EZ | Editor - Financial Services Review | 1 | $0 | $0 | View return |
| 2021 | Trail Life USA Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Academy of Financial Services | 990EZ | Editor - Financial Services Review | 1 | $0 | $0 | View return |
| 2020 | Stetson Business School Foundation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2020 | Trail Life USA Inc | 990 | President | 1 | $0 | $0 | View return |
| 2019 | Academy of Financial Services | 990EZ | Editor - Financial Services Review | 2 | $0 | $0 | View return |
| 2019 | Trail Life USA Inc | 990 | Vice Preside | 1 | $0 | $0 | View return |
| 2019 | Stetson Business School Foundation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2018 | Stetson Business School Foundation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2018 | Academy of Financial Services | 990EZ | Editor - Financial Services Review | 2 | $0 | $0 | View return |
| 2018 | Trail Life USA Inc | 990 | Vice Preside | 1 | $0 | $0 | View return |
| 2017 | Academy of Financial Services | 990EZ | Editor - Financial Services Review | 2 | $0 | - | View return |
| 2017 | Trail Life USA Inc | 990 | Vice Preside | 1 | $0 | $0 | View return |
| 2017 | Stetson Business School Foundation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2016 | Stetson Business School Foundation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2016 | Academy of Financial Services | 990EZ | Editor - Financial Services Review | 2 | $0 | - | View return |
| 2016 | Trail Life USA Inc | 990 | Director | 5 | $0 | $0 | View return |
| 2015 | Trail Life USA Inc | 990 | Director | 5 | $0 | $0 | View return |
| 2015 | Academy of Financial Services | 990EZ | Editor - Financial Services Review | 2 | $0 | - | View return |
| 2015 | Stetson Business School Foundation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2014 | Academy of Financial Services | 990EZ | Editor - Financial Services Review | 2 | $0 | - | View return |
| 2014 | Stetson Business School Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2013 | Stetson Business School Foundation | 990 | Director | 0 | $0 | $0 | View return |