Annual financial disclosure for 2013, filed May 15, 2013. Includes 85 assets and 1 liabilities.
| Asset | Value |
|---|---|
Lake Point Medical Realty GP, LLC | $1 - $1,000 |
Lake Point Medical Realty LTD | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | mortgage | $15,001 - $50,000 |
Date Operating Gas Lease |
| N/A |
Trion Operating Gas Lease | N/A |
30 Acres 2000 Blackjack Aubrey, TX, US | $250,001 - $500,000 |
5 Acres Talkeetna, AK, Note Receivable Talkeetna, AK, US | $1,001 - $15,000 |
4637 Vamonde Dr., Ft. Worth, TX Ft. Worth, TX, US | $50,001 - $100,000 |
2.5 Acres Harbor South, AR AR, US | $50,001 - $100,000 |
Note Receivable 1: Wise Co Prop, Lewisville, TX Lewisville, TX, US | $1,001 - $15,000 |
Compass Bank | $1,001 - $15,000 |
Wright Paterson Credit Union | $1,001 - $15,000 |
First Security Bank Account | $15,001 - $50,000 |
| $1,001 - $15,000 |
Bank Deposit Sweep Combined | $1,001 - $15,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Genworth Variable Annuity Plus | $15,001 - $50,000 |
| $1 - $1,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Fidelity Adv. Series - Equity Growth Fund | $1,001 - $15,000 |
MS Series Trust - Large Growth FD | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
Pern West Pete Ltd New (self directed IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| N/A |
| $1 - $1,000 |
| $1 - $1,000 |
Fidelity Adv. Series - Equity Growth Fund (self directed IRA) | $1,001 - $15,000 |
MFS Massachusetts Growth FD (self directed IRA) | $1,001 - $15,000 |
Fidelity Cash Reserves (money market) | $1 - $1,000 |
Fidelity International Discovery | $15,001 - $50,000 |
Fidelity Capital Appreciation | $15,001 - $50,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Export and Multinational | $15,001 - $50,000 |
Fidelity Value | N/A |
Hartford Annuity | N/A |
| $1 - $1,000 |
TD Ameritrade Insured Deposit (Money market) | $1 - $1,000 |
| $1 - $1,000 |
Eaton Vance Ohio Muni | $1 - $1,000 |
Global E-point INC | $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
Northwestern Mutual Life Insurance Co | $1 - $1,000 |
Northwestern Mutual Life Insurance - 90 Life - 1997 - Whole | $50,001 - $100,000 |
Northwestern Mutual Life Insurance - 65 Life - 1991 - Whole | $50,001 - $100,000 |
Northwestern Mutual Life Insurance - 65 Life - 1991b - Whole | $15,001 - $50,000 |
Northwestern Mutual Life Insurance - 65 Life - 1989 - Whole | $15,001 - $50,000 |
Northwestern Mutual Life Insurance - 65 Life - 1988 - Whole | $50,001 - $100,000 |
Northwestern Mutual Life Insurance - 65 Life - 1987 - Whole | $50,001 - $100,000 |
