Annual financial disclosure for 2013, filed July 29, 2013. Includes 115 assets and 3 liabilities.
| Asset | Value |
|---|---|
Parkview Living | $15,001 - $50,000 |
Hilliard's Landing | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Barclays Services | mortgage | $100,001 - $250,000 |
| Personal residence | mortgage | $250,001 - $500,000 |
| Fifth Third Bank | mortgage |
| $100,001 - $250,000 |
The Face Value, LLC | $50,001 - $100,000 |
1-10 McIntyre Avenue | N/A |
| $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 |
JP PELA Biotech Fund | $1,001 - $15,000 |
Fidelity Cash Account | $1,001 - $15,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Decatur Decatur, GA, US | N/A |
Oleander US | N/A |
Phillips Manor US | N/A |
Rainbow Mfg | N/A |
Sweetwater | N/A |
Sugarloaf | N/A |
| N/A |
| N/A |
| N/A |
DPG S&P Trust | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Hawthorn Farm LLC US | N/A |
2330 Ponce de Leon Atlanta, GA, US | N/A |
Fidelity Advisor Asset | N/A |
Fidelity Advisor International | N/A |
Touchstone Sands Capital | N/A |
| N/A |
Davis Prince Trust | N/A |
Dell & Wood MKT | N/A |
Allied Edwards | N/A |
American Funds | N/A |
Touchstone Growth | N/A |
J S White Rev Trust | N/A |
Sutter & Rock | N/A |
Pro Gold | N/A |
Spartan Int’l | N/A |
SPDR Tech Asia ETF | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
iShares Nasdaq 100 | N/A |
| N/A |
Transamerica Life Insurance Co (Whole Life) | N/A |
Vanguard Growth Index Fund | N/A |
Vanguard Mid-Cap ETF | N/A |
Vanguard Total International Stock ETF | N/A |
Vanguard Total Bond | N/A |
Vanguard Dividend Growth | N/A |
Vanguard Balanced | N/A |
JP Morgan Chase | N/A |
Capital One | N/A |
Bank of America | N/A |
Northern Trust | N/A |
T. Rowe Price | N/A |
Touchstone Sands Capital | N/A |
American Funds | N/A |
Vanguard 529 Plan | N/A |
Interactive Brokers | N/A |
| N/A |
| N/A |
FAGE International | N/A |
iShares MSCI EAFE ETF | N/A |
iShares Russell 2000 ETF | N/A |
T. Rowe Price Capital Appreciation | N/A |
Fidelity Freedom Index 2060 Fund | N/A |
| N/A |
Schwab Index Fund | N/A |
Russell Growth Fund | N/A |
SPDR Russell Midcap ETF | N/A |
SPDR Portfolio High Yield Bond ETF | N/A |
SPDR S&P MidCap ETF | N/A |
| N/A |
Franklin Growth Fund Class A | N/A |
Vanguard Value ETF | N/A |
Lifelong Education 2020 Fund | N/A |
6 Month Certificate of Deposit | N/A |
Wells Fargo Account | N/A |
| $250,001 - $500,000 |