Annual financial disclosure for 2013, filed May 15, 2013. Includes 41 assets.
| Asset | Value |
|---|---|
American Cap Inc BLDR IRA | $15,001 - $50,000 |
American Fund Tax Exempt Bond Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Brandyver Fund (401K), formerly Bankers Trust Market | $100,001 - $250,000 |
BlackRock Equity TR | $15,001 - $50,000 |
BlackRock Global IRA | $50,001 - $100,000 |
Bond Fund of America 401k | $50,001 - $100,000 |
Calamos Convertible FD 401k | $100,001 - $250,000 |
Davenport Prime Cash Trust | $50,000 - $100,000 |
Davenport Prime Cash Trust IRA | $15,001 - $50,000 |
Davis NY Venture A 401k | $50,001 - $100,000 |
Delaware Value Fund Class A 401k | $100,001 - $250,000 |
DNP Select Income - 401k | $50,001 - $100,000 |
Eaton Vance Ltd Duration 401k | $15,001 - $50,000 |
First Citizens Bank, Roanoke, VA Savings/Checking Roanoke, VA, US | $250,001 - $500,000 |
First Eagle Global Fund 401k | $50,001 - $100,000 |
Glen Fleidman Dary and Goodlatte | $50,000 - $100,000 |
Greenwood Trust Co., DE DE, US | $1,001 - $15,000 |
Investment Co of America IRA | $15,001 - $50,000 |
Janus Fund IRA | $100,001 - $250,000 |
Loomis Sayles Investment Grade Bond C 401k | $50,001 - $100,000 |
Loomis Strategic Income Fd 401k | $100,001 - $250,000 |
Mass Mutual Life - Life Insurance | $250,001 - $500,000 |
Merrill Lynch Ret Res IRA | $15,001 - $50,000 |
MFS Virginia Muni Bond Fund | $1 - $1,000 |
New Persp Fund 401k | $50,001 - $100,000 |
Nicholas Fund IRA | $1,001 - $15,000 |
Pioneer Global High Yld 401k | $15,001 - $50,000 |
| $250,001 - $500,000 |
Seligman Communications 401k | $50,001 - $100,000 |
SunTrust Bank, IRA, Roanoke, VA Roanoke, VA, US | $1,001 - $15,000 |
SunTrust Bank, IRA, Roanoke, VA Roanoke, VA, US | $15,001 - $50,000 |
T Rowe Price Inst Stock Fund | $15,001 - $50,000 |
T Rowe Price S&P Fund | $50,001 - $100,000 |
Templeton Foreign Fund IRA | $15,001 - $50,000 |
Templeton Global Bond Fund Class A 401K | $50,001 - $100,000 |
Valley Bank Roanoke CD Roanoke, VA, US | $50,001 - $100,000 |
Valley Bank Roanoke, VA - CD Roanoke, VA, US | $15,001 - $50,000 |
Valley Bank, Roanoke, VA - Checking Roanoke, VA, US | $50,001 - $100,000 |
Virginia CWMLTU Inc/HLTH SYS AUTH REV GENL BE Virginia, US | $50,001 - $100,000 |
Wells Fargo Adv Emerging Markets Equity Fund Class A 401K | $50,001 - $100,000 |