Annual financial disclosure for 2008, filed May 14, 2008. Includes 37 assets and 1 liabilities.
| Asset | Value |
|---|---|
Chase Home Finance - Escrow | $1,001 - $15,000 |
United Bank Checking | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase Auto | other | $15,001 - $50,000 |
| $1,001 - $15,000 |
Citizens Bank Scholarships | $1,001 - $15,000 |
M. Blackrock Global | $1,001 - $15,000 |
M. First Trst Morningstar | N/A |
ML-Columbia Marsico 21st | $15,001 - $50,000 |
ML-Evergreen Fds Em Mkts | $1,001 - $15,000 |
ML-US Treasury | N/A |
ML-US Treasury | N/A |
ML-CD Bank of Baroda NY New York, NY, US | $15,001 - $50,000 |
ML-MMF Funds | $15,001 - $50,000 |
ML-Blackrock Enhanced Eq Yld | $1,001 - $15,000 |
ML-Powershares ETF Trust | $15,001 - $50,000 |
ML-Blackrock Global | $15,001 - $50,000 |
ML-CD Bank of Baroda NY New York, NY, US | $1,001 - $15,000 |
ML-US Treasury | N/A |
ML-MMFunds | $1,001 - $15,000 |
TIAA CREF TIAA Real Estate | $50,001 - $100,000 |
TIAA CREF CREF Stock Retirement | $100,001 - $250,000 |
TIAA CREF - TIAA Traditional | $15,001 - $50,000 |
TIAA CREF-CREF Stock Retirement | $100,001 - $250,000 |
JH Rtrmt-Pimco Total Return | $50,001 - $100,000 |
JH Rtrmt-Weitz Partners Value | $50,001 - $100,000 |
JH Rtrmt-Franklin Balance Sheet | $50,001 - $100,000 |
JH Rtrmt-Lord Abbett All Value | $50,001 - $100,000 |
JH Rtrmt-Lord Abbett Mid Cap Value | $50,001 - $100,000 |
JH Rtrmt-DWS RREEF Real Est Sec | $50,001 - $100,000 |
JH Rtrmt-Excelsior Value & Restruct | $50,001 - $100,000 |
JH Rtrmt-Jenison Growth | $100,001 - $250,000 |
JH Rtrmt-Templeton Foreign | N/A |
JH Rtrmt-AIM Small Cap Growth | $50,001 - $100,000 |
JH Rtrmt-Intl Value Fund | $50,001 - $100,000 |
Greenberg Quinlan Rosner Research, Inc. 10 G Street, NE, Washington, DC 20002, US | $5,000,001 - $25,000,000 |
Greenberg Research Inc. 1101 30th Street, NW, Washington, DC 20007, US | $1,001 - $15,000 |
GQRR LLC 9425 Sunset Drive, Miami, FL 33173, US | $1,001 - $15,000 |
JH Rtrm Small Cap Index Fund | $15,001 - $50,000 |