Annual financial disclosure for 2011, filed August 5, 2011. Includes 15 assets and 3 liabilities.
| Asset | Value |
|---|---|
Fidelity Mutual Fund | $1,001 - $15,000 |
Wells Fargo Bank Account | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | other | $100,001 - $250,000 |
| Sallie Mae Servicing Co | other | $50,001 - $100,000 |
| USAA | credit card |
| $50,001 - $100,000 |
SMH Annuity | $100,001 - $250,000 |
Royce Mutual Fund | $15,001 - $50,000 |
MML IRA | $100,001 - $250,000 |
Dr Bellfort Income Fund | $1,001 - $15,000 |
Dr Bellfort Growth Fund | $1,001 - $15,000 |
Upshift Growth Fund | $1,001 - $15,000 |
Citi Energy Unit | $1,001 - $15,000 |
Carlson & Lawson | $1,001 - $15,000 |
DC Bank One Washington, DC, US | $1 - $1,000 |
Bank One | $1 - $1,000 |
Bank One (Delete) | $1 - $1,000 |
Wells Fargo (Delete) | $1 - $1,000 |
| $15,001 - $50,000 |