Annual financial disclosure for 2017, filed May 15, 2018. Includes 23 assets and 3 liabilities.
| Asset | Value |
|---|---|
Bank of America Accounts | $15,001 - $50,000 |
Bay Ridge Federal Credit Union Account | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| HSBC | mortgage | $250,001 - $500,000 |
| BB&T | mortgage | $50,001 - $100,000 |
| Capitol Hill Tower Housing Corporation | mortgage |
| $50,001 - $100,000 |
Lord Abbett Floating Rate Fund Class C | $100,001 - $250,000 |
JHancock3 Disciplined Value 1 | $1,001 - $15,000 |
PIMCO Total Ret. Instl. | $1,001 - $15,000 |
VALIC Fixed Interest Option | $15,001 - $50,000 |
Merrill Edge Guided Investing Traditional IRA | $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
New York State Pension | $15,001 - $50,000 |
Northwestern Mutual Whole Life Insurance Policy | $15,001 - $50,000 |
Northwestern Mutual Whole Life Insurance Policy | $15,001 - $50,000 |
NY 529 Direct Plan (Dependent Child 1) Moderate Age Based Option: Conservative Growth Portfolio/Agg NY, US | $50,001 - $100,000 |
NY 529 Direct Plan (Dependent Child 2) Moderate Age Based Option: Conservative Growth Portfolio/Agg NY, US | $50,001 - $100,000 |
Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) | $1,001 - $15,000 |
Transamerica Custodial Traditional IRA Money Market Account | $1,001 - $15,000 |
| $100,001 - $250,000 |