Annual financial disclosure for 2013, filed August 9, 2013. Includes 19 assets and 7 liabilities.
| Asset | Value |
|---|---|
Wells Fargo Advisors IRA - Attachment #1 | $15,001 - $50,000 |
76.57, 82 & 2.2 Acre Tracts - Township Salemburg, NC, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Citi Cards | other | $15,001 - $50,000 |
| Chase Home Finance LLC, Columbus, OH | mortgage | $100,001 - $250,000 |
| American Express | other |
Kirkwood Rd - Remainder (Unit Trust 5% interest) - See Attachment #6 | $500,001 - $1,000,000 |
10 Acres Real Estate - 3533 Harlowe Avenue Castle Hayne, NC, US | $250,001 - $500,000 |
Colonial Bank NA Checking Account | $1,001 - $15,000 |
Morgan Stanley Account (#916) | N/A |
Wellspring Advisors SEP IRA | $100,001 - $250,000 |
.006449% Interest SB Partners Estate Rental FL, MO, SC, MN, US | $1 - $1,000 |
2.80% Interest Cambridge Heights Apartments MS, US | $1 - $1,000 |
Development Company Rental MS, US | $1 - $1,000 |
Morgan Stanley IRA Account | $15,001 - $50,000 |
Morgan Stanley Access Account (#487) | $100,001 - $1,000,000 |
Hilton Head SC Timeshare Property - 2 Week Peak Season Hilton Head, SC, US | $1,001 - $15,000 |
EGB Industries, Inc. Investment Bldg & Land | $250,001 - $500,000 |
| N/A |
| N/A |
Astra Growth Fund Class B | N/A |
Calvert Growth Fund Class B | N/A |
Oppenheimer Equity Fund Class A | N/A |
| $15,001 - $50,000 |
| Chase #2130 | other | $10,001 - $15,000 |
| Discover | other | $10,001 - $15,000 |
| Morgan Stanley, Ft. Worth, TX | personal loan | $250,001 - $500,000 |
| GMAC Mortgage, Waterloo, IA | mortgage | $500,001 - $1,000,000 |