Annual financial disclosure for 2011, filed May 16, 2011. Includes 10 assets and 4 liabilities.
| Asset | Value |
|---|---|
78% Sofia Real Estate Partners Frisco, CO, US | $50,001 - $100,000 |
David Philip Roe Trust | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| GMAC Mortgage | mortgage | $100,001 - $250,000 |
| Bank of Tennessee | line of credit | $100,001 - $250,000 |
| SunTrust Mortgage, Inc. | mortgage |
Fidelity Investment Retirement Account |
| $250,001 - $500,000 |
First Community Bank | $15,001 - $50,000 |
Merrill Lynch - IRA | $100,001 - $250,000 |
Merrill Lynch - IRA | $250,001 - $500,000 |
Merrill Lynch - IRA Midcap Growth Account | $1,001 - $15,000 |
Merrill Lynch CMA Account | $50,001 - $100,000 |
Merrill Lynch Retirement Account | $1,000,001 - $5,000,000 |
Residential Real Estate Johnson City, TN, US | $50,001 - $100,000 |
| $250,001 - $500,000 |
| First Community Bank | mortgage | $50,001 - $100,000 |