Annual financial disclosure for 2013, filed May 15, 2013. Includes 29 assets and 7 liabilities.
| Asset | Value |
|---|---|
Real property - 20619 Wardham Ave. Lakewood, CA, US | $250,001 - $500,000 |
SchoolsFirst Federal Credit Union (IX) | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| GEM Mortgage | mortgage | $500,001 - $1,000,000 |
| Nelnet, Colorado | student loan | $15,001 - $50,000 |
| Flagstar Bank | mortgage |
IBEW pension (see Schedule IX) |
| N/A |
Peoples United Bank | $1,001 - $15,000 |
Bank of America | $15,001 - $50,000 |
Charles Schwab IRA | $50,001 - $100,000 |
money market fund | $15,001 - $50,000 |
UBS Financial Services IRA | $50,001 - $100,000 |
Investment Company of America | $1,001 - $15,000 |
Hartford Life Insurance Variable Life Policy | $15,001 - $50,000 |
HLS Total Return Bond Fund | $15,001 - $50,000 |
AMR Growth Fund | $15,001 - $50,000 |
Peoples United Bank | $15,001 - $50,000 |
CDs | $15,001 - $50,000 |
American Funds 529 Plan | $1,001 - $15,000 |
Bank of America Savings | $1,001 - $15,000 |
UBS Financial Services | $1,001 - $15,000 |
money market fund | $1,001 - $15,000 |
Growth Fund of America | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
U.S. Savings Bonds | $1 - $1,000 |
| $1 - $1,000 |
| $100,001 - $250,000 |
| Schools First Credit Union | line of credit | $100,001 - $250,000 |
| Bank of America | mortgage | $250,001 - $500,000 |
| Bank of America | credit card | $10,001 - $15,000 |
| Chase Bank | credit card | $15,001 - $50,000 |
