Annual financial disclosure for 2012, filed May 15, 2012. Includes 47 assets and 1 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Capitol Hill Tower Housing Coop, Inc. | mortgage | $250,001 - $500,000 |
| $1,001 - $15,000 |
Wells Fargo Advantage Growth Mutual Fund | N/A |
Baldwin County, AL Board of Ed Bond 11/6/08 Baldwin County, AL, US | $50,001 - $100,000 |
South Baldwin Finance Corp of Louisiana Bonds Louisiana, US | $100,001 - $250,000 |
Huntsville-Redstone Village Bonds | $1,001 - $15,000 |
Baldwin County, AL Board of Education Baldwin County, AL, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Royce Global Value Fund - Consultant Class | $15,001 - $50,000 |
Van Kampen High Income Muni FDG WTS - Series B | $50,001 - $100,000 |
TD Bank USA FDIC Insured Deposit Account | $1,001 - $15,000 |
Ameriprise Financial Partners LP Partnership Interest | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
San Joaquin Hills CA Transportation - Highway Revenue Tolls California, US | $1,001 - $15,000 |
Rev Civ Fin Auth College & Univ Revenue | $15,001 - $50,000 |
Legg Mason Opportunity Trust | $1,001 - $15,000 |
Legg Mason Special Investment Trust Mutual Fund | $1,001 - $15,000 |
Royce Fund Mutual Fund | $1,001 - $15,000 |
RS Large Cap Alpha Fund | $1,001 - $15,000 |
Class A ALPS FDIC Insured Deposit Account | $15,001 - $50,000 |
| $1,001 - $15,000 |
Dreyfus Strategic Municipal Bond Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
Retirement System of Alabama (not self-directed) | $15,001 - $50,000 |
Redstone Federal Credit Union Savings Account | $15,001 - $50,000 |
TD Ameritrade Insured Deposit Account | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Duke Capital Corp. Bonds | $50,001 - $100,000 |
Retirement System of Alabama (not self-directed) | $15,001 - $50,000 |
