Annual financial disclosure for 2013, filed May 5, 2013. Includes 39 assets and 6 liabilities.
| Asset | Value |
|---|---|
14901 Park Lane Drive #101 Houston, TX, US | $100,001 - $250,000 |
15 Jefferson Street Warwick, RI, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Coastway Community Bank | mortgage | $250,001 - $500,000 |
| Chase Home Finance | mortgage | $50,001 - $100,000 |
| CitiMortgage | mortgage |
17 Scott Avenue Warwick, RI, US | $100,001 - $250,000 |
25 Scott Avenue Warwick, RI, US | $100,001 - $250,000 |
340 Shawmut Avenue Warwick, RI, US | $100,001 - $250,000 |
65 Chesterfield Street Warwick, RI, US | $100,001 - $250,000 |
9 Jerelson Street Warwick, RI, US | $100,001 - $250,000 |
| N/A |
| $15,001 - $50,000 |
| N/A |
| N/A |
Bank RI (savings) | $1,001 - $15,000 |
Blackrock Muni Enhanced Fund | $1,001 - $15,000 |
Blackrock Munivest Fund | $15,001 - $50,000 |
Blackrock Natl Res Inv A | $15,001 - $50,000 |
Bonnet Shores Beach Cabana Narragansett, RI, US | $15,001 - $50,000 |
CAL Government A | N/A |
Citigroup Cap XV | $50,001 - $100,000 |
Columbia Select Large Cap Growth CL A Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
EV Cap SMID CAP A | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
Fed Strat Value Div CL A Fund (in Roth IRA) | N/A |
First Eagle US VAL A | $15,001 - $50,000 |
GS Emerging Markets Domestic Debt | $15,001 - $50,000 |
Hancock Cb Opps CL A Fund (in Roth IRA) | N/A |
Massachusetts MFS Investors Growth Stock | $15,001 - $50,000 |
MF Charter Graham (in Roth IRA) | $1,001 - $15,000 |
Morgan Stanley Cap Trust | $50,001 - $100,000 |
MSB Charter Campbell (in Roth IRA) | $1,001 - $15,000 |
Roth IRA | $15,000 - $50,000 |
Oppenheimer Dev Mkts A | $50,000 - $100,000 |
Permanent Portfolio Fund | N/A |
PIMCO GNMA CL A Fund | N/A |
SunLife of Canada (Insurance policy) | $500,001 - $1,000,000 |
US Savings Bonds | $1,001 - $15,000 |
Washington Mutual | $50,001 - $100,000 |
Western Asset Managed Municipals Portfolio | $15,001 - $50,000 |
| $100,001 - $250,000 |
| Coastway Community Bank | mortgage | $100,001 - $250,000 |
| Coastway Community Bank | mortgage | $500,001 - $1,000,000 |
| Visa Credit Card | other | $10,001 - $15,000 |
