Annual financial disclosure for 2010, filed May 17, 2010. Includes 23 assets and 3 liabilities.
| Asset | Value |
|---|---|
Bank of America Checking | $1,001 - $15,000 |
Bank of America Checking | N/A |
| Creditor | Type | Amount |
|---|---|---|
| TIAA CREF | other | $15,001 - $50,000 |
| Pacific Life | other | $100,001 - $250,000 |
| Bank of the West | other |
| $1,001 - $15,000 |
Citizens Bank-Scholarships | $1,001 - $15,000 |
Greenberg Quinlan Rosner Research Washington, DC, US | $5,000,001 - $25,000,000 |
Greenberg Research Inc. Washington, DC, US | $1 - $1,000 |
JH Krimti Lifecycle 2015 | $500,001 - $1,000,000 |
ML Blackrock Global | N/A |
ML Blackrock Global | $1,001 - $15,000 |
ML Columbia Marsico 21st | $15,001 - $50,000 |
ML-Evergreen Asset Allocation Fd | N/A |
ML-Ivy Asset Strategy | $15,001 - $50,000 |
ML-Ivy Asset Strategy | N/A |
ML-MWFunds | $1 - $1,000 |
ML-MWFunds | $15,001 - $50,000 |
ML-PIMCO Total Return | $15,001 - $50,000 |
ML-PIMCO Total Return | N/A |
Sun Surveys LLC Miami, FL, US | $1 - $1,000 |
TIAA CREF - CREF Stock Retirement | $50,001 - $100,000 |
TIAA CREF - Traditional Retirement | $100,001 - $250,000 |
TIAA CREF - TIAA Traditional Retirement | $15,001 - $50,000 |
TIAA CREF - CREF Stock Retirement | $50,001 - $100,000 |
United Bank Checking | $1,001 - $15,000 |
| $50,001 - $100,000 |