Annual financial disclosure for 2013, filed May 15, 2013. Includes 27 assets and 2 liabilities.
| Asset | Value |
|---|---|
Goldman Sachs Large Cap Value Instl | $1,001 - $15,000 |
Alliance Bernstein Growth & Income | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo | mortgage | $250,001 - $500,000 |
| Capital Bank, Brentwood, TN | mortgage | $50,001 - $100,000 |
| $1 - $1,000 |
Federated Aggressive Growth | $1 - $1,000 |
Small Cap Value | $1,001 - $15,000 |
Neuberger Berman Mid Cap Growth | $1,001 - $15,000 |
MFS Global Equity Fund | $1,001 - $15,000 |
Goldman Sachs High Yield | $1,001 - $15,000 |
PIMCO Total Return Bond | $1,001 - $15,000 |
Guaranteed Return Options (GRO) | $15,001 - $50,000 |
Guaranteed Return Options (GRO) Plus | $50,001 - $100,000 |
AST Money Market | $1,001 - $15,000 |
Investors Town Center Partners Brentwood, TN, US | N/A |
Capital Bank, Nashville, TN Checking Nashville, TN, US | $100,001 - $250,000 |
Money Market | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
RTR Dynamic Market Portfolio | $1,001 - $15,000 |
| $1,001 - $15,000 |
Barclays Cap Intl Treasure Bond ETF | $1,001 - $15,000 |
Compass Emp Multi Asset Balanced Fund | $15,001 - $50,000 |
ALPS Trust ETF | $1,001 - $15,000 |
Guggenheim Exch Trd Fd | $1,001 - $15,000 |
iShares Core Total ETF | $1,001 - $15,000 |
Synergy Bank Franklin, TN, US | $50,001 - $100,000 |
American Funds Money Market account | $15,001 - $50,000 |
Capital Bank accounts | $1,001 - $15,000 |