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Filer:

Insurance and Financial Advisors PAC of MA (80082)
Office Sought:
Filed On:

Tuesday, September 2, 2014
Reporting Period:

1/1/2014 - 8/22/2014
Candidate Residential Address:
Committee Name:

Insurance and Financial Advisors PAC of MA
Treasurer Name:

Linda Surovick
Committee Address:

68 Tarbox Street Dedham, MA 02026

This report has been amended, click to see the amendment.

Beginning Balance:

$26,327.19
Total Receipts this period:

$3,722.75
Subtotal:

$30,049.94
Total Expenditures this period:

$6,532.14
Ending Balance:

$23,517.80
Total Inkind Contributions:

$0.00
Total Outstanding Liabilities:

$0.00

Date	Name/Address	Type	Occupation / Employer	Amount
Itemized Total:				$2,511.25
Unitemized Total:				$1,211.50
Receipt Total:				$3,722.75
8/22/2014		Unitemized Amount		$1,211.50
6/11/2014	Barrows, Dana 31 Alderbrook Lane West Springfield, MA 01089	Individual	Agent Steffen Group	$100.00
6/10/2014	Berard, Matthew 56 Wellesley Park Boston, MA 02124	Individual	Agent The Bulfinch Group	$10.00
6/3/2014	Bonk, William 49 Willlis Road Sudbury, MA 01776	Individual	Agent The Smith Company/producers Choice	$50.00
6/30/2014	Borislow, Jennifer 15 Meetinghouse Rd. Methuen, MA 01844	Individual	Agent John Hancock	$250.00
4/1/2014	DiCerbo, Douglas 72 Palmer Street Arlington, MA 02474	Individual	Agent Northwestern Mutual Financial Network	$100.00
4/29/2014	Feldman, David 47 Village Ave Dedham, MA 02026	Individual	Agent Northwestern Mutual	$25.00
6/2/2014	Feldman, David 47 Village Ave Dedham, MA 02026	Individual	Agent Northwestern Mutual	$37.50
5/2/2014	Fletcher, Anne 242 Causeway Street Medfield, MA 02052	Individual	Agent Wellesley Financial Group & Insurance Ag	$100.00
6/3/2014	Frieling, Robert 5 Gennard Circle Wayland, MA 01778	Individual	Agent Northwestern Mutual	$100.00
5/28/2014	Gaudreau, Jules 7 Laurel Lane Wilbraham, MA 01095	Individual	Agent The Gaudreau Group Inc	$500.00
5/10/2014	Gilmore, Donald 213 Dedham St Wrentham, MA 02093	Individual	Agent The Bulfinch Group	$12.50
6/10/2014	Gilmore, Donald 213 Dedham St Wrentham, MA 02093	Individual	Agent The Bulfinch Group	$12.50
5/28/2014	Girard, Daniel 7 Cronin Brook Way Millbury, MA 01527	Individual	Agent Girard Financial Group, Llc	$150.00
3/10/2014	Hall, Douglas 118 Greenacre Westwood, MA 02090	Individual	Agent The Bulfinch Group	$21.00
4/10/2014	Hall, Douglas 118 Greenacre Westwood, MA 02090	Individual	Agent The Bulfinch Group	$21.00
5/10/2014	Hall, Douglas 118 Greenacre Westwood, MA 02090	Individual	Agent The Bulfinch Group	$21.00
6/10/2014	Hall, Douglas 118 Greenacre Westwood, MA 02090	Individual	Agent The Bulfinch Group	$21.00
3/10/2014	Harding, Benjamin 12 Maxwell Rd. Winchester, MA 01890	Individual	Agent New York Life	$25.00
4/10/2014	Harding, Benjamin 12 Maxwell Rd. Winchester, MA 01890	Individual	Agent New York Life	$25.00
5/10/2014	Harding, Benjamin 12 Maxwell Rd. Winchester, MA 01890	Individual	Agent New York Life	$25.00
6/10/2014	Harding, Benjamin 12 Maxwell Rd. Winchester, MA 01890	Individual	Agent New York Life	$25.00
2/10/2014	Kadelski, Bradford Po Box 417 Brookfield, MA 01506	Individual	Agent Hartford Life	$28.75
3/10/2014	Kadelski, Bradford Po Box 417 Brookfield, MA 01506	Individual	Agent Brookfield Insurance Partners	$28.75
4/10/2014	Kadelski, Bradford Po Box 417 Brookfield, MA 01506	Individual	Agent Brookfield Insurance Partners	$28.75
5/10/2014	Kadelski, Bradford Po Box 417 Brookfield, MA 01506	Individual	Agent Brookfield Insurance Partners	$28.75
6/10/2014	Kadelski, Bradford Po Box 417 Brookfield, MA 01506	Individual	Agent Brookfield Insurance Partners	$28.75
3/17/2014	Kane, Kathleen 90 Long Hill Road West Brookfield, MA 01585	Individual	Agent Northwestern Mutual	$100.00
3/10/2014	Lokshin, Boris 4 Ireland Rd Newton, MA 02459	Individual	Agent Wellesley Financial Group & Insurance Ag	$17.50
4/10/2014	Lokshin, Boris 4 Ireland Rd Newton, MA 02459	Individual	Agent Wellesley Financial Group & Insurance Ag	$17.50
5/10/2014	Lokshin, Boris 4 Ireland Rd Newton, MA 02459	Individual	Agent Wellesley Financial Group & Insurance Ag	$17.50
6/10/2014	Lokshin, Boris 4 Ireland Rd Newton, MA 02459	Individual	Agent Wellesley Financial Group & Insurance Ag	$17.50
4/10/2014	marchand, Gregory 65 Lake Ave Apt 226 Worcester, MA 01604	Individual	Agent Marchand Financial Services	$15.00
5/10/2014	marchand, Gregory 65 Lake Ave Apt 226 Worcester, MA 01604	Individual	Agent Marchand Financial Services	$15.00
6/10/2014	marchand, Gregory 65 Lake Ave Apt 226 Worcester, MA 01604	Individual	Agent Marchand Financial Services	$15.00
3/10/2014	Markell, Mark 217 Garden St Needham, MA 02192	Individual	Agent The Bulfinch Group	$21.00
4/10/2014	Markell, Mark 217 Garden St Needham, MA 02192	Individual	Agent The Bulfinch Group	$21.00
5/10/2014	Markell, Mark 217 Garden St Needham, MA 02192	Individual	Agent The Bulfinch Group	$21.00
6/10/2014	Markell, Mark 217 Garden St Needham, MA 02192	Individual	Agent The Bulfinch Group	$21.00
4/10/2014	Matson, Robert 333 Orchard St. Box 605 Millis, MA 02054	Individual	Agent Self	$15.00
5/10/2014	Matson, Robert 333 Orchard St. Box 605 Millis, MA 02054	Individual	Agent Self	$15.00
6/10/2014	Matson, Robert 333 Orchard St. Box 605 Millis, MA 02054	Individual	Agent Self	$15.00
3/10/2014	Mullen, Scott 165 Annable Point Road Centerville, MA 02632	Individual	Agent Prescott Brokerage Services	$42.00
4/10/2014	Mullen, Scott 165 Annable Point Road Centerville, MA 02632	Individual	Agent Prescott Brokerage Services	$42.00
5/10/2014	Mullen, Scott 165 Annable Point Road Centerville, MA 02632	Individual	Agent Prescott Brokerage Services	$42.00
6/10/2014	Mullen, Scott 165 Annable Point Road Centerville, MA 02632	Individual	Agent Prescott Brokerage Services	$42.00
7/14/2014	Mullen, Scott 165 Annable Point Road Centerville, MA 02632	Individual	Agent Prescott Brokerage Services	($71.00)
3/10/2014	O'Gara, Joshua 92 King St Boston, MA 02122	Individual	Agent First American Insurance Underwriters	$21.00
4/10/2014	O'Gara, Joshua 92 King St Boston, MA 02122	Individual	Agent First American Insurance Underwriters	$21.00
5/10/2014	O'Gara, Joshua 92 King St Boston, MA 02122	Individual	Agent First American Insurance Underwriters	$21.00
6/10/2014	O'Gara, Joshua 92 King St Boston, MA 02122	Individual	Agent First American Insurance Underwriters	$21.00
6/10/2014	peroni, Brett 1 Jennifer Lane Lakeville, MA 02347	Individual	Agent Peroni Financial Group, Llc	$8.50
5/10/2014	Ross, Michael 22 Heritage Dr Lexington, MA 02420	Individual	Agent Cornerstone Financial Group	$12.50
6/10/2014	Ross, Michael 22 Heritage Dr Lexington, MA 02420	Individual	Agent Cornerstone Financial Group	$12.50
3/10/2014	Sachs, Adam 2 Esther Lane Ashland, MA 01721	Individual	Agent John Hancock Financial Network	$25.00
4/10/2014	Sachs, Adam 2 Esther Lane Ashland, MA 01721	Individual	Agent John Hancock Financial Network	$25.00
6/10/2014	Sachs, Adam 2 Esther Lane Ashland, MA 01721	Individual	Agent John Hancock Financial Network	$25.00
3/10/2014	Shepley, Jennifer 16 Winnatuxett Rd Mattapoisett, MA 02739	Individual	Agent Shepley Financial Services	$23.50
4/10/2014	Shepley, Jennifer 16 Winnatuxett Rd Mattapoisett, MA 02739	Individual	Agent Shepley Financial Services	$23.50
5/10/2014	Shepley, Jennifer 16 Winnatuxett Rd Mattapoisett, MA 02739	Individual	Agent Shepley Financial Services	$23.50
6/10/2014	Shepley, Jennifer 16 Winnatuxett Rd Mattapoisett, MA 02739	Individual	Agent Shepley Financial Services	$23.50
6/10/2014	Tarr, Connell 6 Shelby Cir Haverhill, MA 01832	Individual	Agent Prudential	$8.50

	Date	Name/Address	Type	Purpose	Amount
Itemized Total:					$6,464.08
Unitemized Total:					$68.06
Expenditure Total:					$6,532.14
	8/22/2014		Unitemized Amount		$68.06
	1/27/2014	Association Headquarters LLC 68 Tarbox Street Dedham, MA 02026	General Expenditure	Adminstrative Management Fee	$475.00
	1/27/2014	Association Headquarters LLC 68 Tarbox Street Dedham, MA 02026	General Expenditure	Adminstrative Management Fee	$1,500.00
	3/21/2014	Association Headquarters LLC 68 Tarbox Street Dedham, MA 02026	General Expenditure	Adminstrative Management Fee	$120.00
	4/29/2014	Association Headquarters LLC 68 Tarbox Street Dedham, MA 02026	General Expenditure	Adminstrative Management Fee	$280.00
	2/15/2014	Bank of America 100 Federal Street Boston, MA 02110	General Expenditure	Bank fee	$27.19
	3/15/2014	Bank of America 100 Federal Street Boston, MA 02110	General Expenditure	Bank fee	$24.52
	4/15/2014	Bank of America 100 Federal Street Boston, MA 02110	General Expenditure	Bank fee	$26.84
	5/15/2014	Bank of America 100 Federal Street Boston, MA 02110	General Expenditure	Bank fee	$26.78
	6/15/2014	Bank of America 100 Federal Street Boston, MA 02110	General Expenditure	Bank fee	$27.13
	7/15/2014	Bank of America 100 Federal Street Boston, MA 02110	General Expenditure	Bank fee	$25.49
	5/27/2014	Committee To Elect Angelo J. Puppolo, Jr P.O. Box 80898 Springfield, MA 01118	General Expenditure	Political Contribution #12889	$200.00
	6/19/2014	Committee To Elect Brian Mannal 7 Babbling Brook Road Barnstable, MA 02632	General Expenditure	Political Contribution #15437	$500.00
	4/21/2014	Committee To Elect Charles Baker 500 Cummings Center Suite 4400 Beverly, MA 01915	General Expenditure	Political Contribution #14955	$250.00
	6/20/2014	Committee To Elect Jeffery McCormick 1400 Hancock Street, Third Floor Quincy, MA 02169	General Expenditure	Political Contribution #15708	$250.00
	5/30/2014	Committee To Elect Martha Coakley P.O. Box 220 State House Station Boston, MA 02133	General Expenditure	Political Contribution #13182	$500.00
	5/2/2014	Committee To Elect Michael Costello Po Box 1195 Newburyport, MA 01950	General Expenditure	Political Contribution #13801	$500.00
	5/12/2014	Committee To Elect Michael Moore 19 Shirley Avenue Millbury, MA 01527	General Expenditure	Political Contribution #14776	$200.00
	2/24/2014	Committee To Elect Micheal James Hefferman 500 Cummings Center Suite 4400 Beverly, MA 01915	General Expenditure	Political Contribution #15769	$500.00
	7/3/2014	Committee To Elect Patricia Saint Aubin 500 Cummings Center Suite 4400 Beverly, MA 01915	General Expenditure	Political Contribution #15800	$250.00
	7/8/2014	Committee To Elect Patricia Saint Aubin 500 Cummings Center Suite 4400 Beverly, MA 01915	General Expenditure	Political Contribution #15800	$250.00
	4/18/2014	Committee To Elect Stan Rosenberg Po Box 228 Amherst, MA 01004	General Expenditure	Political Contribution #11155	$500.00
	5/6/2014	FEDEX Boston, MA 02110	General Expenditure	Fedex Service Charge	$31.13

2014 Pre-primary Report (PAC) 1/1/2014 - 8/22/2014 203532

2014 Pre-primary Report (PAC) 1/1/2014 - 8/22/2014

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