Annual financial disclosure for 2013, filed July 9, 2013. Includes 47 assets and 3 liabilities.
| Asset | Value |
|---|---|
| N/A | |
Republic Bank Checking Account | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Ulster Bank of Scotland | mortgage | $500,001 - $1,000,000 |
| Fifth Third Bank | mortgage | $250,001 - $500,000 |
| Fifth Third Bank | other |
Rental Property Davidson County, TN, US | $1,000,001 - $5,000,000 |
Samuel Klein Trust | N/A |
Sonny's Barbeque Orlando, FL, US | $5,000,001 - $25,000,000 |
Federated Treasury Obligations Fund Institutional Shares | $15,001 - $50,000 |
Oppenheimer International Bond Fund | $50,001 - $100,000 |
T Rowe High Yield Fund | $50,001 - $100,000 |
Pimco Real Return Fund | $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 |
| $1,001 - $15,000 |
| $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 |
| $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 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Touchstone Small Cap Core Fund | $100,001 - $250,000 |
Europacific Growth Fund | $50,001 - $100,000 |
Oppenheimer Developing Markets Fund | $100,001 - $250,000 |
| $50,001 - $100,000 |
Absolute Strategies Fund | $100,001 - $250,000 |
| $50,001 - $100,000 |
| $500,001 - $1,000,000 |