Annual financial disclosure for 2008, filed May 14, 2008. Includes 49 assets and 3 liabilities.
| Asset | Value |
|---|---|
Alarion Bank Stock | $1,001 - $15,000 |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Washington Mutual, Northridge, CA | mortgage | $50,001 - $100,000 |
| Bank of America Mortgage, Charlotte, NC | mortgage | $100,001 - $250,000 |
| Downey Mortgage Services for Regions Bank (Formally AmSouth Bank), Schaumburg, IL | mortgage |
| $1,001 - $15,000 |
Campus Credit Union | N/A |
CD Alarion Bank | $1,001 - $15,000 |
Congress Federal Credit Union | $1,001 - $15,000 |
First Silver Springs, Inc. Silver Springs, FL, US | $100,001 - $250,000 |
| $100,001 - $250,000 |
Grantham University Common Stock | $50,001 - $100,000 |
| $1,001 - $15,000 |
ING Retirement Savings Account | $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
Morgan Stanley IRA Dividend Growth Securities A Mutual Fund | $1,001 - $15,000 |
Morgan Stanley IRA Focus Growth | $1,001 - $15,000 |
Morgan Stanley IRA Global Dividend Growth Securities A Mutual Fund | $1,001 - $15,000 |
Morgan Stanley IRA Liquid Asset Fund | $15,001 - $50,000 |
Morgan Stanley IRA US Government Securities Tr A Mutual Fund | $50,000 - $50,000 |
Morgan Stanley IRA Utilities Fund | $1,001 - $15,000 |
MSDW Liquid Asset Fund | $50,001 - $100,000 |
Regions Bank (Formerly Amsouth) - Joint Checking Account | $1,001 - $15,000 |
Rental Building (Marina Towers) (Continued) Alexandria, VA, US | $250,001 - $500,000 |
Rental Building (Marina Towers) Alexandria, VA, US | N/A |
Rental Building (Malanza Cut Subdivision) (Continued) St. Augustine, FL, US | $1,000,001 - $5,000,000 |
Rental Building (Malanza Cut Subdivision) St. Augustine, FL, US | N/A |
Rental Building (Old Town) (Continued) Alexandria, VA, US | $500,001 - $1,000,000 |
Gateway Townhouse (Old Town) (Continued) Alexandria, VA, US | N/A |
Rental Office: 2960 NE 55th Ave Silver Springs, FL, US | $100,001 - $250,000 |
Rental Office: 2960 NE 55th Ave (Continued) Silver Springs, FL, US | N/A |
Regions Bank, 6545 E. Silver Springs Blvd Silver Springs, FL, US | $500,001 - $1,000,000 |
Rental Restaurant: 5545 E. Silver Springs Blvd, Silver Springs, FL Silver Springs, FL, US | N/A |
Stearns House, Inc. (S Corp interest in Restaurant located in Silver Springs, FL) - 100% Silver Springs, FL, US | $15,001 - $50,000 |
Stearns House, Inc. (S Corp interest in Cash and Debt) | $15,001 - $50,000 |
T Rowe Price Emerging Markets | $1,001 - $15,000 |
T Rowe Price Emerging Markets Bond | $1,001 - $15,000 |
T Rowe Price Equity Index | $15,001 - $50,000 |
T Rowe Price High Yield | $5,001 - $15,000 |
T Rowe Price High Yield | $15,001 - $50,000 |
T Rowe Price Media & Telecom | $15,001 - $50,000 |
T Rowe Price New Horizons | $1,001 - $15,000 |
T Rowe Price New Horizons | $1,001 - $15,000 |
T Rowe Price Science & Technology | $1,001 - $15,000 |
T Rowe Price SEP IRA Summit Cash Reserves | $15,001 - $50,000 |
T Rowe Price Spectrum Income | $1,001 - $15,000 |
T Rowe Price Spectrum Income | $1,001 - $15,000 |
T Rowe Price Spectrum | $1,001 - $15,000 |
T Rowe Price Summit Cash Reserves | $1,001 - $15,000 |
T Rowe Price Summit Cash Reserves | $50,001 - $100,000 |
USAA Subscribers Savings Account | $1,001 - $15,000 |
| $250,001 - $500,000 |