Annual financial disclosure for 2013, filed July 9, 2013. Includes 51 assets and 3 liabilities.
| Asset | Value |
|---|---|
American Firm Strategic Fund | N/A |
| $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank, N.A. | mortgage | $250,001 - $500,000 |
| Wells Fargo Bank, N.A. | mortgage | $250,001 - $500,000 |
| Mechanics & Farmers Bank | line of credit |
Ariel Appreciation Fund - IRA (Not Self-Directed) | $15,001 - $50,000 |
Ariel Appreciation Fund - Taxable (Not Self-Directed) | $1,001 - $15,000 |
Artio International Equity Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| N/A |
DWS New York Venture Fund - IRA | $1,001 - $15,000 |
Deutsche Bank 6.625% | $1,001 - $15,000 |
| $15,001 - $50,000 |
Eaton Vance Tax Managed | $1 - $1,000 |
Eaton Worldwide Healthsciences | N/A |
| N/A |
High Point NC 3.5% High Point, NC, US | $15,001 - $50,000 |
| N/A |
| $1,001 - $15,000 |
Lord Abbett Municipal Income Trust Intermediate Tax Free Fund Class I | $1,001 - $15,000 |
Lot – 15 Acres Burke County, North Carolina Burke County, North Carolina, US | $50,001 - $100,000 |
Lot 5/6/7 N Poplar St., Lenoir, NC Lenoir, North Carolina, US | $50,001 - $100,000 |
Highland Funds I Trust High Yield Municipal Bond Fund Class I | $1,001 - $15,000 |
Morganton Savings & Farmers Bank | $1,001 - $15,000 |
NC State Employees Credit Union North Carolina, US | $15,001 - $50,000 |
| N/A |
| N/A |
| $1,001 - $15,000 |
| $5,001 - $15,000 |
Nuveen Equity Premium Income Fund | $1 - $1,000 |
Onemed Technologies, Inc. | $1,001 - $15,000 |
Park Plaza Office LPI | $50,001 - $100,000 |
Rydex Sector Rotation Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Tocqueville TR Gold Fund - IRA | $1,001 - $15,000 |
| N/A |
Transamerica - IRA (Not Self Directed) | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1 - $1,000 |
Wells Fargo Money Market Account | $100,001 - $250,000 |
| N/A |
Wells Fargo Advantage Funds - IRA | $1,001 - $15,000 |
Wells Fargo Advantage Funds - IRA | $15,001 - $50,000 |
Wells Fargo Advantage Funds - IRA | $1 - $1,000 |
| $15,001 - $50,000 |
Wells Fargo/JPMorgan | $50,001 - $100,000 |
Westside 200, Ltd. Charlotte, NC, US | $15,001 - $50,000 |
Stock Interest | $1,001 - $15,000 |
| $15,001 - $50,000 |
