Annual financial disclosure for 2012, filed May 14, 2012. Includes 156 assets and 7 liabilities.
| Asset | Value |
|---|---|
322 Rocky Road Hazleton, PA, US | $500,001 - $1,000,000 |
Cash - Morgan Stanley Bank N.A. | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| First National Bank | mortgage | $100,001 - $250,000 |
| Wells Fargo | mortgage | $100,001 - $250,000 |
| Wells Fargo | line of credit |
Cash - Goldman Sachs Bank |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Cash - Goldman Sachs Bank USA | $100,001 - $250,000 |
Attia Group Inc | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $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 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Marwest Energy Partners | $1,001 - $15,000 |
IRA - Lazard Emerging Markets | $1,001 - $15,000 |
IRA - Lazard Mid Cap Equity | $1,001 - $15,000 |
IRA - MCM Nasdaq 25 | $1,001 - $15,000 |
IRA - PAM China-India | $1,001 - $15,000 |
IRA - MCM ML 5 | $1,001 - $15,000 |
IRA - PIM American High Yield Bond | $15,001 - $50,000 |
IRA - T. Rowe Price ST Bond | $15,001 - $50,000 |
IRA - MCM Small Cap Index | $15,001 - $50,000 |
IRA - BlackRock Comm Securities | $1,001 - $15,000 |
IRA, MCM Oil & Gas Sector | $1,001 - $15,000 |
IRA, Red Rocks Listed Pvt Eqt | $1,001 - $15,000 |
IRA, Jackson S&P 4 | $1,001 - $15,000 |
IRA, Jackson Dividend Income | $1,001 - $15,000 |
IRA, Lazard Emerging Markets | $15,001 - $50,000 |
IRA, Lazard Mid Cap Equity | $1,001 - $15,000 |
IRA, MCM Nasdaq 25 | $15,001 - $50,000 |
IRA, PAM China-India | $1,001 - $15,000 |
IRA, MCM JNL 5 | $50,001 - $100,000 |
IRA, PIM America Float | $1,001 - $15,000 |
IRA, T. Rowe Price ST Bond | $15,001 - $50,000 |
IRA, MCM Small Cap Index | $1,001 - $15,000 |
IRA, BlackRock Comm | $1,001 - $15,000 |
IRA, MCM Oil & Gas | $1,001 - $15,000 |
IRA - Red Rocks Priv Eq | $1,001 - $15,000 |
IRA - Jackson S&P 4 | $1,001 - $15,000 |
IRA - Jackson Dividend Income | $1,001 - $15,000 |
IRA - Cash, Goldman Sachs Bank USA | $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Alps ETF Trust | $1,001 - $15,000 |
| $1 - $1,000 |
IRA - Powershares ETF Fund | $1,001 - $15,000 |
IRA - SPDR Series Trust | $1,001 - $15,000 |
IRA - Wells Fargo Advantage Utilities | $1 - $1,000 |
IRA - Western Asset High Yield Defined Opportunity Fund | $1,001 - $15,000 |
IRA, Lazard Emerging Markets | $1,001 - $15,000 |
IRA, Lazard Mid Cap Equity | $1,001 - $15,000 |
IRA, MCM Nasdaq 25 | $1,001 - $15,000 |
IRA, Pan China-India | $1,001 - $15,000 |
IRA, MCM JNL 5 | $1,001 - $15,000 |
IRA, PIM America High Yield Bond | $1,001 - $15,000 |
IRA, T. Rowe Price ST Bond | $15,001 - $50,000 |
IRA, MCM Sm Cap Index | $1,001 - $15,000 |
IRA, BlackRock Comm Securities | $1,001 - $15,000 |
IRA, MCM Financial Sector | $1,001 - $15,000 |
IRA, Red Rocks Listed Pvt Eqt | $1,001 - $15,000 |
IRA, Jackson S&P 4 | $1,001 - $15,000 |
IRA, Jackson Dividend Income | $1,001 - $15,000 |
IRA, Cash - PL Financial | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Blackrock Funds II Strategic Income Opportunities | $15,001 - $50,000 |
| $1,001 - $15,000 |
IRA - SPDR Trust SBI International | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
IRA - Western Asset High Yield Defined Opportunity Fund Inc | $1,001 - $15,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Eaton Tax Managed Div 1 | N/A |
| N/A |
| N/A |
Prudential 20/20 Focus | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Sector SPDR SBI Technology | N/A |
Sector SPDR SBI Technology | N/A |
| N/A |
| N/A |
WisdomTree Emerging Small Cap Dividend | N/A |
WisdomTree International Mid Cap Dividend | N/A |
iShares Multimedia | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Vanguard Small Cap Growth | N/A |
Vanguard Small Cap Growth | N/A |
Vanguard Small Cap Value | N/A |
1110 Belview Lane Fort Myers, FL, US | $15,001 - $50,000 |
| $250,001 - $500,000 |
| Wells Fargo | line of credit | $50,001 - $100,000 |
| Wells Fargo | mortgage | $250,001 - $500,000 |
| Wells Fargo | mortgage | $1,000,001 - $5,000,000 |
| Bank of America | mortgage | $50,001 - $100,000 |
