| 2024 | Rollins College | 990 | Trustee | 5 | $0 | $0 | View return |
| 2023 | Young Mens Christian Association of Bogalusa Louisiana | 990 | Director | 5 | $0 | $0 | View return |
| 2023 | Rollins College | 990 | Trustee | 5 | $0 | $0 | View return |
| 2023 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2022 | Young Mens Christian Association of Bogalusa Louisiana | 990 | Director | 5 | $0 | $0 | View return |
| 2022 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2021 | Business Executives for National Security | 990 | Board Member | 0.2 | $0 | $0 | View return |
| 2021 | Young Mens Christian Association of Bogalusa Louisiana | 990 | Director | 5 | $0 | $0 | View return |
| 2021 | Monroe Educational Foundation | 990 | Trustee | 0 | $0 | $0 | View return |
| 2020 | Young Mens Christian Association of Bogalusa Louisiana | 990 | Director | 5 | $15,733 | $0 | View return |
| 2020 | Business Executives for National Security | 990 | Board Member | 0.2 | $0 | $0 | View return |
| 2020 | Monroe Educational Foundation | 990 | Trustee | 0 | $0 | $0 | View return |
| 2020 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2019 | Young Mens Christian Association of Bogalusa Louisiana | 990 | President & CEO | 50 | $23,600 | $0 | View return |
| 2019 | Monroe Educational Foundation | 990 | Trustee | - | $0 | $0 | View return |
| 2019 | Chief Executives for Corporate Purpose Inc. | 990 | Director (To May 2020) | 1 | $0 | $0 | View return |
| 2019 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2018 | Young Mens Christian Association of Bogalusa Louisiana | 990 | President & CEO | 50 | $23,600 | $0 | View return |
| 2018 | Monroe Educational Foundation | 990 | Trustee | - | $0 | $0 | View return |
| 2018 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2017 | Young Mens Christian Association of Bogalusa Louisiana | 990 | President & CEO | 50 | $15,733 | $0 | View return |
| 2017 | The Money Management Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2017 | Chief Executives for Corporate Purpose Inc. | 990 | Director (As Of Feb 2018) | 1 | $0 | $0 | View return |
| 2016 | Insurance Information Institute Inc | 990 | Director | 0.1 | $0 | $0 | View return |
| 2016 | The Money Management Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2016 | Young Mens Christian Association of Bogalusa Louisiana | 990 | President | 50 | $0 | $0 | View return |
| 2016 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2015 | Insurance Information Institute Inc | 990 | Director | 0.1 | $0 | $0 | View return |
| 2015 | The Money Management Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2015 | Young Mens Christian Association of Bogalusa Louisiana | 990 | President | 50 | $0 | $0 | View return |
| 2015 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2014 | Young Mens Christian Association of Bogalusa Louisiana | 990 | President | 50 | $0 | $0 | View return |
| 2014 | The Money Management Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2014 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2013 | The Money Management Institute | 990 | Member | 1 | - | - | View return |
| 2013 | Young Mens Christian Association of Bogalusa Louisiana | 990 | President | 50 | $0 | $0 | View return |