Annual financial disclosure for 2013, filed July 31, 2013. Includes 51 assets and 2 liabilities.
| Asset | Value |
|---|---|
Congressional Federal Credit Union | $15,001 - $50,000 |
American Funds IRA Rollover - Washington Mutual Investor Fund A (Rollover into LPL IRA) | N/A |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $100,001 - $250,000 |
| Wells Fargo Bank | mortgage | $500,001 - $1,000,000 |
| N/A |
ING Select IRA Asset Strategy Fund | N/A |
PIMCO All Asset Fund | N/A |
Fidelity Advisor New Insights | N/A |
IRA Account ING Select Fidelity Advisor Small Cap | N/A |
IRA Account ING Select ING Ersm Diversified Mid Cap | N/A |
IRA Account ING Select Europacific Growth Fund | N/A |
IRA Account ING Select ING Morgan Stanley Global | N/A |
IRA Account ING Select Oppenheimer Developing Mkts | N/A |
IRA Account ING Select ING Global Total Return Bond Fund | N/A |
IRA Account ING Select Templeton Global Bond Fund | N/A |
JMS IRA Dreyfus Cash Mgt | N/A |
JMS IRA Russell Emerging Mkts | N/A |
JMS IRA Russell Real Estate | N/A |
JMS IRA Russell Global Equity | N/A |
JMS IRA Russell Japan Equity | N/A |
JMS IRA Russell Developing Mkts | N/A |
JMS IRA Russell US Small | N/A |
JMS IRA – US Core Equity | N/A |
JMS IRA – Comm. Strat | N/A |
JMS IRA – Global Infra | N/A |
JMS IRA – Strat Bond | N/A |
Global Star | N/A |
Rental Real Estate – 3100 Elm Rock Place Hammonton, NJ, US | $100,001 - $250,000 |
Silver State Schools FCU Checking #01 | $1 - $1,000 |
Silver State Schools FCU Savings #82 | $1 - $1,000 |
MetLife | $1 - $1,000 |
Ocean City Home Bank Classic Checking #2112 | $1,001 - $15,000 |
Ocean City Home Bank Savings #2120 | $1,001 - $15,000 |
TD Bank Checking #5989 | $1 - $1,000 |
JP Morgan Chase Bank MM | $1,001 - $15,000 |
LPL IRA Rollover | $1,001 - $15,000 |
| $15,001 - $50,000 |
LPL IRA Rollover - DoubleLine Total Return Fund II Class I | $1,001 - $15,000 |
LPL IRA Rollover - Loomis Sayles | $1,001 - $15,000 |
LPL IRA Rollover - NASDAQ Managed Futures / ASG Managed Futures | $1,001 - $15,000 |
LPL IRA Rollover - N-Lights Allegis Macro | $1,001 - $15,000 |
LPL IRA Rollover - Altegris Macro | $1,001 - $15,000 |
PIMCO IRA Rollover - All Asset All Authority | $1,001 - $15,000 |
Wasatch Long Short | $1,001 - $15,000 |
LPL IRA Rollover - JP Morgan | $15,001 - $50,000 |
LPL IRA Rollover - iShares Gold Trust | $15,001 - $50,000 |
LPL IRA Rollover - AQR Managed Futures | $1,001 - $15,000 |
LPL IRA Rollover - Total Bond Fund | $15,001 - $50,000 |
LPL IRA Rollover - Loomis Sayles Fund II | $15,001 - $50,000 |
LPL IRA Rollover - N-Lights Allegis Macro | $15,001 - $50,000 |
LPL IRA Rollover Aimco All Asset Fund Class I | $100,001 - $250,000 |
LPL IRA Rollover Wasatch Long Short | $15,001 - $50,000 |
LPL IRA Rollover Winton Futures LP | $15,001 - $50,000 |