Annual financial disclosure for 2009, filed May 15, 2009. Includes 39 assets and 1 liabilities.
| Asset | Value |
|---|---|
Bank of America Checking | $15,001 - $50,000 |
Bank of America Checking | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Dunes Club, The Lakes, NV | credit card | $15,001 - $50,000 |
| $1,001 - $15,000 |
Citizens Bank - Scholarships | $15,001 - $50,000 |
Greenberg Quinlan Rosner Research 10 G Street, NE, Washington, DC 20002, US | $5,000,001 - $25,000,000 |
Greenberg Research Inc. Washington, DC, US | $1,001 - $15,000 |
JH Rmt-Small Cap Index Fund | N/A |
JH Rmt-AM Small Cap | N/A |
JH Rmt-All Cap Value Fund | N/A |
JH Rmt-DWS RREEF Real Estate | N/A |
JH Rmt-Franklin Balance Sheet | N/A |
JH Rmt-HY Value Fund | N/A |
JH Rmt-Jennison Growth | N/A |
JH Rmt-Lifecycle 2015 | $250,001 - $500,000 |
JH Rmt-Lord Abbett All Value | N/A |
JH Rmt-Lord Abbett Mid Cap Value | N/A |
JH Rmt-Mutual Beacon | N/A |
JH Rmt-Pimco Total Return | N/A |
JH Rmtt Weitz Partners Value | N/A |
JH Rmtt Excelsior Value & Restruct. | N/A |
ML-Blackrock Enhanced Eq Yld | N/A |
ML-Blackrock Global | $15,001 - $50,000 |
ML-Blackrock Global | $1,001 - $15,000 |
ML-CD Bank of Baroda NY | N/A |
ML-CD Bank of Baroda NY | N/A |
ML-Columbia Marsico 21st | $1,001 - $15,000 |
ML-Evergreen Asset Allocation Fd | $15,001 - $50,000 |
ML-Evergreen Fds Em Mkts | N/A |
ML-Ivy Asset Strategy | $1,001 - $15,000 |
ML-Ivy Asset Strategy | $15,001 - $50,000 |
ML-MMF Funds | $50,001 - $100,000 |
ML-MMF funds | $1,001 - $15,000 |
ML Powershares ETF Trust | N/A |
Sun Surveys LLC Miami, FL, US | $1,001 - $15,000 |
TIAA CREF - CREF Stock Account | $50,001 - $100,000 |
TIAA CREF - TIAA Traditional Retirement | $50,001 - $100,000 |
Traditional Retirement - TIAA Traditional Retirement | $100,001 - $250,000 |
TIAA CREF - CREF Stock Retirement | $50,001 - $100,000 |
United Bank Checking | $100,001 - $250,000 |