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Filer:

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

Monday, October 27, 2014
Reporting Period:

8/23/2014 - 10/17/2014
Candidate Residential Address:
Committee Name:

Insurance and Financial Advisors PAC of MA
Treasurer Name:

Linda Surovick
Committee Address:

68 Tarbox Street Dedham, MA 02026

Beginning Balance:

$25,013.95
Total Receipts this period:

$4,846.75
Subtotal:

$29,860.70
Total Expenditures this period:

$1,384.63
Ending Balance:

$28,476.07
Total Inkind Contributions:

$0.00
Total Outstanding Liabilities:

$0.00

Date	Name/Address	Type	Occupation / Employer	Amount
Itemized Total:				$4,487.00
Unitemized Total:				$359.75
Receipt Total:				$4,846.75
10/17/2014		Unitemized Amount		$359.75
8/26/2014	Adelson, Lee 21 Lindsey St Dorchester, MA 02124	Individual	Agent The Bulfinch Group	$100.00
8/29/2014	Amato, Marco 36 Therese Marie Drive West Springfield, MA 01089	Individual	Agent Dowd Financial Services	$50.00
9/10/2014	Berard, Matthew 56 Wellesley Park Boston, MA 02124	Individual	Agent The Bulfinch Group	$10.00
8/31/2014	Bonomi, David 76 Roseland Avenue West Springfield, MA 01089	Individual	Agent NMFN The Steffen Group	$100.00
8/26/2014	Burg, David 14 Richard Rd Natick, MA 01760	Individual	Agent New York Life	$200.00
9/2/2014	Caplin, William Po Box 313 East Longmeadow, MA 01138	Individual	Agent Transamerica Life Companies	$59.00
8/25/2014	Caspar, Susie 6 Donnelly Drive Dover, MA 02030	Individual	Agent Caspar Long Term Care Planning	$250.00
8/29/2014	Catuogno, Jenny 35 Spencer St Springfield, MA 01118	Individual	Agent Th Gaudreau Group	$75.00
8/26/2014	Daniel, John 5 Bowdoin Road Wellesley, MA 02481	Individual	Agent Northwestern Mutual	$100.00
8/26/2014	Deleo, Frank Po Box 1788 Sandwich, MA 02563	Individual	Agent Bay State Financial Services	$100.00
9/10/2014	Drouin, Philip 25 Surrey Rd Marshfield, MA 02050	Individual	Agent John Hancock Financial Services	$12.50
8/26/2014	Ellison, Catherine 240 Valentine Street Newton, MA 02160	Individual	Agent Self	$500.00
8/29/2014	Fountain, Gerald 116 Fisherdick Rd Ware, MA 01082	Individual	Agent Gaudreau/fountain Insurance Agency, Inc.	$100.00
9/10/2014	Gilmore, Donald 213 Dedham St Wrentham, MA 02093	Individual	Agent The Bulfinch Group	$12.50
8/26/2014	Grabowski, Daryl 21 Oriole Drive Feed Hills, MA 01030	Individual	Agent The Gaudreau Group Inc	$400.00
8/28/2014	Guyton, Joseph 2491 Ocean Blvd Rye Beach, NH 03871	Individual	Agent The Guyton Group	$250.00
9/10/2014	Hall, Douglas 118 Greenacre Westwood, MA 02090	Individual	Agent The Bulfinch Group	$21.00
9/10/2014	Harding, Benjamin 12 Maxwell Rd. Winchester, MA 01890	Individual	Agent New York Life	$25.00
8/25/2014	Hardy, Dana 2 Clock Tower Place Maynard, MA 01754	Individual	Agent John Hancock Financial Network	$100.00
9/10/2014	Kadelski, Bradford Po Box 417 Brookfield, MA 01506	Individual	Agent Brookfield Insurance Partners	$28.75
8/29/2014	Lawler, Joseph 3 Vista Rd Wilbraham, MA 01095	Individual	Agent The Gaudreau Group, Inc.	$300.00
8/26/2014	Levine, Glenn 77 Bonwood Rd Needham, MA 02492	Individual	Agent Prudential	$100.00
9/10/2014	Lokshin, Boris 4 Ireland Rd Newton, MA 02459	Individual	Agent Wellesley Financial Group & Insurance Ag	$17.50
9/10/2014	marchand, Gregory 65 Lake Ave Apt 226 Worcester, MA 01604	Individual	Agent Marchand Financial Services	$15.00
9/10/2014	Markell, Mark 217 Garden St Needham, MA 02192	Individual	Agent The Bulfinch Group	$21.00
9/10/2014	Matson, Robert 333 Orchard St. Box 605 Millis, MA 02054	Individual	Agent Self	$15.00
8/29/2014	Mcavoy, David 11 Mountview Rd Wellesley, MA 02181	Individual	Agent Northwestern Mutual Financial Network	$500.00
9/10/2014	Mullen, Scott 165 Annable Point Road Centerville, MA 02632	Individual	Agent Prescott Brokerage Services	$50.00
9/10/2014	O'Gara, Joshua 92 King St Boston, MA 02122	Individual	Agent First American Insurance Underwriters	$21.00
8/29/2014	Reilly, Jeffrey 37 Autumn Ridge East Longmeadow, MA 01028	Individual	Agent Genworth Financial	$50.00
9/10/2014	Reilly, Jeffrey 37 Autumn Ridge East Longmeadow, MA 01028	Individual	Agent Genworth Financial	$4.25
8/26/2014	Ross, Michael 22 Heritage Dr Lexington, MA 02420	Individual	Agent Cornerstone Financial Group	$100.00
9/10/2014	Ross, Michael 22 Heritage Dr Lexington, MA 02420	Individual	Agent Cornerstone Financial Group	$12.50
9/10/2014	Sachs, Adam 2 Esther Lane Ashland, MA 01721	Individual	Agent John Hancock Financial Network	$25.00
8/25/2014	Sasso, Lawrence 6 Saunders Dr. South Grafton, MA 01560	Individual	Agent Lawrence Sasso Insurance & Financial Services, Inc	$100.00
8/28/2014	Schneider, Kevin 512 Hosmer Street Marlborough, MA 01752	Individual	Agent The Bulfinch Group	$250.00
9/10/2014	Shepley, Jennifer 16 Winnatuxett Rd Mattapoisett, MA 02739	Individual	Agent Shepley Financial Services	$23.50
8/25/2014	Shtifter, Zvi 81 Cynthia Rd Newton Center, MA 02459	Individual	Agent The Bulfinch Group	$100.00
9/11/2014	Stearley, Alan 683 Two States Rd. West Suffield, CT 06093	Individual	Agent The Gaudreau Group	$30.00
9/10/2014	Tarr, Connell 6 Shelby Cir Haverhill, MA 01832	Individual	Agent Prudential	$8.50
9/2/2014	Woods, David 114 Prynnwood Road Longmeadow, MA 01106	Individual	Agent Woods Financial Group	$250.00

	Date	Name/Address	Type	Purpose	Amount
Itemized Total:					$1,384.63
Unitemized Total:					$0.00
Expenditure Total:					$1,384.63
	8/26/2014	Association Headquarters LLC 68 Tarbox Street Dedham, MA 02026	General Expenditure	Adminstrative Management Fee	$350.00
	9/15/2014	Bank of America 100 Federal Street Boston, MA 02110	General Expenditure	Bank fee	$25.62
	10/15/2014	Bank of America 100 Federal Street Boston, MA 02110	General Expenditure	Bank fee	$25.01
	10/7/2014	Dahrooge, Julianne	Reimbursement	Reimbursement (See R1)	$250.00
	11/11/2014	The Westin Washington, D.C. City Center 1400 M Street Nw Washington, DC 200005	Overnight Room To Attend Naifa Pic/pac Training		$250.00
	Itemized Total:				$250.00
	Unitemized Total:				$0.00
	Total Reimbursement:				$250.00
	10/14/2014	IFAPAC Po Box 759063 Baltimore, MD 21275	General Expenditure	Administrative Contribution	$734.00

Date	Reimbursee/Address
10/7/2014	Dahrooge, Julianne	$250.00
Itemized Total:		$250.00
Unitemized Total:		$0.00
Total Reimbursement:		$250.00

2014 Pre-election Report (PAC) 8/23/2014 - 10/17/2014 208984

2014 Pre-election Report (PAC) 8/23/2014 - 10/17/2014

208984