Annual financial disclosure for 2013, filed January 3, 2014. Includes 48 assets.
| Asset | Value |
|---|---|
Mega Cap Stock | $100,001 - $250,000 |
Brokerage Account | $50,001 - $100,000 |
| $500,001 - $1,000,000 |
Fidelity Brokerage Individual | $100,001 - $250,000 |
Fidelity IRA | $1,000,001 - $5,000,000 |
Fidelity UTMA | $50,001 - $100,000 |
Fidelity UTMA | $15,001 - $50,000 |
Fidelity UTMA | $15,001 - $50,000 |
Brokerage Individual | $1,001 - $15,000 |
3000 N Ocean Dr., PH-C Singer Island, FL, US | N/A |
801 S. Ocean Blvd. Delray Beach, FL, US | N/A |
901 S. Ocean Blvd. Delray Beach, FL, US | N/A |
Delray Beach Club, Inc. Delray Beach, FL, US | N/A |
PPP Palm Beach Palm Beach, FL, US | N/A |
Palm Beach Polo Palm Beach, FL, US | N/A |
Ashley Avenue Assoc., LLC | N/A |
PBC Associates, LLC | N/A |
Executive Airport Associates | N/A |
BCI Associates, LLC | N/A |
Pahokee Inv. LLC | N/A |
Seawall Commercial Group | N/A |
FZD Enterprises, LLC | N/A |
Seabreeze Marina Investors | N/A |
Advanced Equities MarketClub | $100,001 - $250,000 |
Advanced Equities CeresTech | $100,001 - $250,000 |
Advanced Equities Magnum | $100,001 - $250,000 |
Advanced Equities Peregrine II | $100,001 - $250,000 |
Advanced Equities Peregrine IV | $100,001 - $250,000 |
Advanced Equities Quantia I | $100,001 - $250,000 |
AEI Quantia Investments III | $100,001 - $250,000 |
Advanced Equities Sultra II | $100,001 - $250,000 |
Advanced Equities Turan II | $100,001 - $250,000 |
Advanced Equities AEI 1899 II | $100,001 - $250,000 |
IVP Chequers, LLC | $100,001 - $250,000 |
IVP New Media Fund | $100,001 - $250,000 |
IVP New Media Fund, LLC | $100,001 - $250,000 |
IVP Rec Systems, LLC | $100,001 - $250,000 |
TVP Basic, LLC | $100,001 - $250,000 |
TVP Nexlo, LLC | $50,001 - $100,000 |
Intuitive Intercept, LLC | $50,001 - $100,000 |
Intuitive Volin, LLC | $100,001 - $250,000 |
The Fitness Edge, Inc. | $500,001 - $1,000,000 |
Artwork | $15,001 - $50,000 |
Sky Premier Balanced Fund Inc. | $100,000 - $1,000,000 |
| $25,000,000 - $25,000,000 |
Stock Account - Cash (as of 9/29/2018) | $5,250,000 - $5,250,000 |
Omni Industries, Inc. (PPS 9/13/13) | $14,525,000 - $14,525,000 |
Omni Industries, Inc. (PPS 9/18/2017) | $3,285,500 - $3,285,500 |