Annual financial disclosure for 2013, filed May 15, 2013. Includes 28 assets and 10 liabilities.
| Asset | Value |
|---|---|
73rd Gavin St Valley Springs, CA, US | $100,001 - $250,000 |
7400 Gavin St Valley Springs, CA, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| American Express | credit card | $15,001 - $50,000 |
| Bank of America | credit card | $15,001 - $50,000 |
| US Bank | mortgage |
House & Copi Hollow Rd Smithland, KY, US | $100,001 - $250,000 |
Ranch Goodell Rd Valley Springs, CA, US | $50,001 - $100,000 |
Cabin Bald Mountain Rd Gloucester, CT, US | $15,001 - $50,000 |
American Funds 401K | $100,001 - $250,000 |
FNOMX IRA | $100,001 - $250,000 |
New Economy | $1,001 - $15,000 |
JPMorgan Growth | $1,001 - $15,000 |
Health Fusion Common Stock | $1,001 - $15,000 |
| $1,001 - $15,000 |
Cumberland Solution | $1,001 - $15,000 |
SP Group Inc | $1,001 - $15,000 |
S&P 500 Index Fund | $1,001 - $15,000 |
JP Wilson Trust | $1,001 - $15,000 |
Vanguard Index Fund | $1,001 - $15,000 |
Calibrate Retirement | $1,001 - $15,000 |
Bank of America Bank Account | $1,001 - $15,000 |
First Horizon Bank Account | $1,001 - $15,000 |
Morgan Stanley Bank Account | $1,001 - $15,000 |
Bank of America Checking | $1,001 - $15,000 |
Bank of America Interest Trust | $1,001 - $15,000 |
Carverwood Family Trust | $5,000,001 - $25,000,000 |
Individual 401K | N/A |
Garrison Reserve Program (SBA) | N/A |
Homebuilders | N/A |
Investment MS | N/A |
Cell Tower T-Mobile | N/A |
| $250,001 - $500,000 |
| Chase Bank | credit card | $15,001 - $50,000 |
| Capital One Bank | credit card | $10,001 - $15,000 |
| Chase Bank | mortgage | $500,001 - $1,000,000 |
| Wells Fargo Bank | mortgage | $500,001 - $1,000,000 |
| Mortgage South | mortgage | $250,001 - $500,000 |
| Bank of Stockton | other | $100,001 - $250,000 |
| Bank of Stockton | other | $250,001 - $500,000 |