Annual financial disclosure for 2009, filed June 4, 2009. Includes 61 assets.
| Asset | Value |
|---|---|
Alabama Power 5.875 | $15,001 - $50,000 |
| N/A | |
| $15,001 - $50,000 |
Ariel Appreciation Fund - IRA (Not Self Directed) | $50,001 - $100,000 |
Ariel Appreciation Fund - IRA (Not Self Directed) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
BlackRock Muniholdings Insured Fund | $15,001 - $50,000 |
Brandywine Blue Fund - IRA | $1,001 - $15,000 |
Broadband Holders Trust | N/A |
| N/A |
Commerce Technology Inc | $1 - $1,000 |
Davis New York Venture Fund - IRA | $1 - $1,000 |
| N/A |
Deutsche Bank 6.625% PFD | $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
Eaton Vance Tax-Managed Fund | $1,001 - $15,000 |
Eaton Vance Worldwide Health Sciences Fund | $1,001 - $15,000 |
Energy Conversion Dev, Inc. | $1,001 - $15,000 |
Emergent Investments - IRA (Not Self Directed) | $1,001 - $15,000 |
Emergent Investments - IRA (Not Self Directed) | $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
High Point NC 3.5% High Point, NC, US | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Julius Baer Intl Equity Fund A (Artio International Equity Fund) | $1 - $1,000 |
| $1,001 - $15,000 |
Lot 5/5/17 N Poplar St., Charlotte, NC (1/2 interest) Charlotte, NC, US | $50,001 - $100,000 |
| $1,001 - $15,000 |
Mechanics & Farmers Bank | $1,001 - $15,000 |
| N/A |
NC State Employees Retirement System (Not Self Directed) | $15,001 - $50,000 |
Self Directed IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
Nuveen Equity Premium & Income Fund | $50,001 - $100,000 |
Park Plaza Office LP | $100,001 - $250,000 |
| $1,001 - $15,000 |
ProShares Ultra Dow | $1,001 - $15,000 |
ProShares Ultra Short | N/A |
Ranier Inv Mgmt Midcap Equity | $1,001 - $15,000 |
SunAmerica Inv Mgmt Midcap Value Mut | $1 - $1,000 |
| N/A |
Royce Premier Fund - IRA | $1,001 - $15,000 |
Rydex Sector Rotation Fund - IRA | $1,001 - $15,000 |
Rydex Sector Rotation Fund | N/A |
Rydex Series Trust Energy Fund | $1,001 - $15,000 |
Rydex Series Trust Energy Services Fund | N/A |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
Transamerica IRA (Not Self-Directed) | $1,001 - $15,000 |
Wachovia 8% Preferred | $15,001 - $50,000 |
Wachovia Securities | $1,001 - $15,000 |
Wachovia Securities | $15,001 - $50,000 |
Wachovia Securities - IRA | $15,001 - $50,000 |
Wachovia Securities - Money Market Account | $15,001 - $50,000 |
Wachovia Securities - IRA (Self-Directed Trust) | $15,001 - $50,000 |
Westside 2000, Ltd (Land Partnership) | $15,001 - $50,000 |
