Annual financial disclosure for 2013, filed August 5, 2013. Includes 259 assets and 2 liabilities.
| Asset | Value |
|---|---|
Morgan Stanley I Cash | $100,001 - $250,000 |
| $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | mortgage | $100,001 - $250,000 |
| CitiMortgage Inc. | mortgage | $100,001 - $250,000 |
| $15,001 - $50,000 |
Allianz NFJ International | $15,001 - $50,000 |
Value P (F) | $50,001 - $100,000 |
Morgan Stanley 1 (Continued) | N/A |
Schwab US Intrax | N/A |
First Eagle Global I | N/A |
Goldman Sachs Rising | N/A |
Goldman Sachs Midcap | N/A |
DWS GWI | N/A |
Goldman Sachs American | N/A |
Nuveen Bd I | N/A |
Nuveen Int'l DWR Muni | N/A |
Nuveen CA Muni | N/A |
Nuveen Santa Barbara | N/A |
Nuveen Dividend Growth | N/A |
PIMCO Real Return P | N/A |
| N/A |
Morgan Stanley Cash | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
United Co. | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Morgan Stanley 3 IRA | $15,001 - $50,000 |
Cash | $15,001 - $50,000 |
Boston Inc. | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
MeadWestvaco Corp. | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Internet Idx (F) | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Global X FTSE | $15,001 - $50,000 |
MSCI EAFE (F) | $15,001 - $50,000 |
iShares MSCI ACWI ex | $15,001 - $50,000 |
iShares MSCI Asia ex Japan (F) | $15,001 - $50,000 |
iShares MSCI Canada Idx (F) | $15,001 - $50,000 |
iShares MSCI EAFE (F) | $15,001 - $50,000 |
Morgan Stanley S-IRA (Continued) | $1,001 - $15,000 |
iShares MSCI Emerging Markets | $1,001 - $15,000 |
MFS Fund | $1,001 - $15,000 |
iShares MSCI EMU | $1,001 - $15,000 |
iShares MSCI Germany Index | $1,001 - $15,000 |
iShares MSCI Pacific ex Japan | $1,001 - $15,000 |
iShares MSCI Small Cap 600 Index | $1,001 - $15,000 |
iShares MSCI EAFE Index | $1,001 - $15,000 |
iShares MSCI UK | $1,001 - $15,000 |
PowerShares DWA Technology | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
PowerShares S&P 500 High Beta | $1,001 - $15,000 |
MSCI European Vanguard (F) | $1,001 - $15,000 |
Vanguard Emerging Markets (F) | $1,001 - $15,000 |
Vanguard Indust (F) | $1,001 - $15,000 |
Vanguard Interm (F) | $1,001 - $15,000 |
Vanguard Large Cap (F) | $1,001 - $15,000 |
Vanguard MSCI (F) | $1,001 - $15,000 |
Vanguard (F) | $1,001 - $15,000 |
Wilshire Micro-Cap (F) | $1,001 - $15,000 |
iShares Russell (F) | $1,001 - $15,000 |
Mktes Sme Cap (F) | $1,001 - $15,000 |
JPM to DIV (F) | $1,001 - $15,000 |
| $1,001 - $15,000 |
DFA Internat | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Morgan Stanley 3 IRA (Continued) | $100,001 - $250,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
PowerShares ETF | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Large Cap Dividend Fund | $1,001 - $15,000 |
Required Minimum Distribution from Inherited IRA | N/A |
Morgan Stanley 4-Tr A | $15,001 - $50,000 |
Cash | $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Morgan Stanley 4-77 A (continued) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Morgan Stanley S-T A Cash | $500,001 - $1,000,000 |
Eaton Vance | $100,001 - $250,000 |
Intl Value P (F) | $50,001 - $100,000 |
MFS Global | $50,001 - $100,000 |
MFS Total Return | $100,001 - $250,000 |
Muni Bond I (F) | $50,001 - $100,000 |
Muni Bond I (F) | $50,001 - $100,000 |
Muni Bond (F) | $50,001 - $100,000 |
Nuveen Santa Barbara Div & Inc (F) | $100,001 - $250,000 |
PIMCO Real Return | $50,001 - $100,000 |
Morgan Stanley & Smith Barney Cash | $100,001 - $250,000 |
Guaranteed Ent (F) | $15,001 - $50,000 |
DWS RREEF | $50,001 - $100,000 |
Infrastructure Global (F) | $15,001 - $50,000 |
Goldman Sachs (F) | $15,001 - $50,000 |
Goldman Sachs (F) | $1,001 - $15,000 |
Goldman Sachs (F) | $15,001 - $50,000 |
| $15,001 - $50,000 |
Nuveen Dividend (F) | $15,001 - $50,000 |
Municipal Bond I (F) | $15,001 - $50,000 |
Nuveen Santa Barbara | $15,001 - $50,000 |
New Mountain Finl (F) | $15,001 - $50,000 |
PIMCO Real Return (F) | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Cash | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS Personal Cash | $1,001 - $15,000 |
American Funds Euro Pacific (F) | $1,001 - $15,000 |
American Funds (F) | $1,001 - $15,000 |
Clnn Finl Corp. | $1,001 - $15,000 |
| $1,001 - $15,000 |
Venture (F) | $1,001 - $15,000 |
First Republic | $1,001 - $15,000 |
| $1,001 - $15,000 |
Victory Established | $1,001 - $15,000 |
Victory Established | $1,001 - $15,000 |
Victory Diversified Stock Fund | $1,001 - $15,000 |
Reston Flex Corp | $1,001 - $15,000 |
UBS Simple IRA - Cash | $1,001 - $15,000 |
American EuroPac Fund | $1,001 - $15,000 |
American Funds Growth Fund | $1,001 - $15,000 |
Growth Fund | $1,001 - $15,000 |
Venture Fund | $1,001 - $15,000 |
T. Rowe Price Communications LLC X | $1,001 - $15,000 |
Ft. Myers, FL based media company Ft. Myers, FL, US | $1,001 - $15,000 |
UBS Roth IRA | $1,001 - $15,000 |
American Funds Capital Income Builder | $1,001 - $15,000 |
American Funds | $1,001 - $15,000 |
New World Fund | $1,001 - $15,000 |
Capital Income Growth Fund of America | $1,001 - $15,000 |
US SunTrust Account US | $1,001 - $15,000 |
RCMF Fund LLC | N/A |
Lithia, FL-based private Investment Partnership Lithia, FL, US | N/A |
Richter Real Estate Holdings | N/A |
Radel Funeral Services Cincinnati, OH, US | N/A |
Kathleen M. Radel Rev Trust dated February 16, 2000 | N/A |
Morgan Stanley - Cash | N/A |
Fifth Third Bank | N/A |
Cash Acct 1 | N/A |
Cash Acct 2 | N/A |
Estate Acct | N/A |
Ft. Myers Broadcasting 401(k) Plan | $100,001 - $250,000 |
Life Strategy I (F) | $15,001 - $50,000 |
Life Strategy II (F) | $15,001 - $50,000 |
Life Strategy III (F) | $15,001 - $50,000 |
Emerging Mkts (F) | $15,001 - $50,000 |
| $15,001 - $50,000 |
Fidelity 401(k) | $100,001 - $250,000 |
Jared Realty LLC Naples, FL, US | $100,001 - $250,000 |
Richter Realty Corp. Cincinnati, OH, US | $50,001 - $100,000 |
Condominium Miami, FL, US | $250,001 - $500,000 |
