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Robert Walter Serviss III › F-1

Robert Walter Serviss III: statement of financial affairs

Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)

Period
2024-01-01 – 2024-12-31
Filed
2025-04-07
Office
School Director, Snohomish Sd 201
Original
the statement on the PDC's site

Income 3

SourceForWhoseAmount
RE/MAX Elite
Snohomish, WA
REAL ESTATE BROKERFiler$100,000–$199,999
RE/MAX Elite
Snohomish, WA
REAL ESTATE BROKERSpouse$200,000–$499,999
Rental Income
Snohomish, WA
Rental PropertiesFiler$60,000–$99,999

Accounts and investments 4

Held at / inWhatWhoseValue
Ally BankSavingsFiler$100,000–$199,999
income $0–$29,999
Business Savings$100,000–$199,999
income $0–$29,999
RetirementVanguard 500 Index Admiral VFIAXFiler$0–$29,999
Vanguard Small Cap Growth Index Admiral VSGAX$0–$29,999
RetirementProshares Turst Silver ETF AGQSpouse$0–$29,999
Proshares Trust Ultra Energy ETF DIG$0–$29,999
Proshares Trust Ultra S&P 500 ETF SSO$0–$29,999
Proshares Trust Ultra 20yr ETF UBT$0–$29,999
Proshares Trust Ultra Gold ETF UGL$0–$29,999
Proshares Trust Ultra 7-10 yr treasure ETF UST$0–$29,999
Raymond JamesStocksFiler$0–$29,999

Businesses 1

BusinessRoleWhose
Serviss Real Estate Group LLC
Real Estate team
ownerFiler, Spouse

Real estate 2

WhereWhoseAssessed valueMortgages and liens
SnohomishFiler$750,000–$999,999Cross Country Mortgage ($500,000–$749,999)
SnohomishFiler$500,000–$749,999Chase Bank ($200,000–$499,999)

Street addresses are on the PDC's copy; we show the city only.

Other debts 1

Owed toWhoseOwed nowTerms
Caliber Home LoansFiler$200,000–$499,99930 year mortgage at 3.75%

Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.