Annual financial disclosure for 2012, filed May 15, 2012. Includes 25 assets and 2 liabilities.
| Asset | Value |
|---|---|
Prudential IRA - Alliance Bernstein Growth & Income | $1,001 - $15,000 |
Prudential IRA - Matisse Large Cap Growth | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo | mortgage | $250,001 - $500,000 |
| Capital Bank, Brentwood, TN | mortgage | $50,001 - $100,000 |
Prudential IRA - Federated Aggressive Growth |
| $1,001 - $15,000 |
Prudential IRA - Small Cap Value | $1,001 - $15,000 |
Prudential IRA - Neuberger Berman Mid Cap Growth | $1,001 - $15,000 |
MFS Global Equity Fund | $1,001 - $15,000 |
Goldman Sachs High Yield | $1,001 - $15,000 |
PIMCO Total Return Bond | $1,001 - $15,000 |
Guaranty (GRO) Plus Guaranteed Options | $15,001 - $50,000 |
Prudential IRA - Guaranteed Return Options (GRO) Plus | $15,001 - $50,000 |
Prudential IRA - AST Money Market | $50,001 - $100,000 |
Capital Bank, Nashville, TN (closed and moved to Synovus Bank) Nashville, TN, US | $50,001 - $100,000 |
Investors Town Center Partners, Brentwood, TN Brentwood, TN, US | $1,001 - $15,000 |
Schwab IRA - Money Market | $1,001 - $15,000 |
Belmont Shares Trust Cohen & Steers Real Estate Securities | $1,001 - $15,000 |
PowerShares Exchange Traded Fund RIT Dynamic Market Portfolio | $1,001 - $15,000 |
WisdomTree Delta | $1,001 - $15,000 |
PowerShares Harvest Fund | N/A |
PowerShares Commodity Index | N/A |
Prudential International Real Estate Sector Fund | $1,001 - $15,000 |
Barclays Aggregate Bond Fund | N/A |
Barclays Capital International Treasury Bond ETF | $1,001 - $15,000 |
iShares S&P Multi-Asset Balanced Fund | $15,001 - $50,000 |
Regions Bank, Franklin, TN Stock Franklin, TN, US | $50,001 - $100,000 |
American Funds Money Market Account | $15,001 - $50,000 |