Annual financial disclosure for 2012, filed May 15, 2012. Includes 25 assets and 5 liabilities.
| Asset | Value |
|---|---|
Ameriprise Trust - IRA - Ameriprise Opps Fund (AOAIX) | $15,001 - $50,000 |
Henderson Rental Property Henderson, NV, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union; VISA Card | credit card | $10,001 - $15,000 |
| USAA MasterCard | credit card | $15,001 - $50,000 |
| Aurora Home Loans | mortgage |
Ameriprise Cash | $1,001 - $15,000 |
Riversource Variable Annuity Retirement Advisor | N/A |
Invesco Global Health II | $1,001 - $15,000 |
MFS Utilities Svc Cl | $1,001 - $15,000 |
COL VP Global Bnd Cl3 | $1,001 - $15,000 |
COL High Yield Bnd Cl3 | $1,001 - $15,000 |
COL Global Inf Prot Cl3 | $1,001 - $15,000 |
COL VP Div Eq Inc Cl3 | $1,001 - $15,000 |
INVESCO Retirement Advisor Variable Annuity | N/A |
Invesco Global Health II | $15,001 - $50,000 |
MFS Utilities Svc Cl | $15,001 - $50,000 |
COL VP Global Bnd Cl3 | $15,001 - $50,000 |
COL High Yield Bnd Cl3 | $15,001 - $50,000 |
COL Global Inf Prot Cl3 | $15,001 - $50,000 |
COL VP Div Eq Inc Cl3 | $15,001 - $50,000 |
Capital One Bank (USA), N.A. | $15,001 - $50,000 |
USBank, N.A.: Savings account | $1,001 - $15,000 |
Ameriprise Trust Company - IRA; Enterprise Insured Money Market | $1 - $1,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| N/A |
John Hancock Bond A | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $250,001 - $500,000 |
| Wells Fargo Bank, N.A. | mortgage | $100,001 - $250,000 |
| Bank of America, N.A. | mortgage | $100,001 - $250,000 |