Annual financial disclosure for 2009, filed May 15, 2009. Includes 23 assets and 1 liabilities.
| Asset | Value |
|---|---|
2350 Rock Ridge Rd Birmingham, AL, US | $100,001 - $250,000 |
CG Capital Markets - Emerging Markets Invest | N/A |
| Creditor | Type | Amount |
|---|---|---|
| Compass Bank, Birmingham, AL | mortgage | $100,001 - $250,000 |
CG Capital Markets - Fixed Inc Fd |
| N/A |
CG Capital Markets - Intl Equity Invest | N/A |
CG Capital Markets - Global Equity Invest | N/A |
CG Capital Markets - Large Cap Growth | N/A |
CG Capital Markets - International Equity | N/A |
CG Capital Markets - Money Markets Invest | N/A |
CG Capital Markets - Small Cap Val | N/A |
Citibank NA | $1,001 - $15,000 |
Congressional FCU CR UN | $1 - $1,000 |
Fidelity Investments | $1,001 - $15,000 |
Fidelity Investments | $1 - $1,000 |
| $1,001 - $15,000 |
Pacific Life Annuity | $250,001 - $500,000 |
| $50,001 - $100,000 |
Regions Bank | $15,001 - $50,000 |
See Attachment - Fidelity Investment Statement Pages | N/A |
3-10 Attachment - Smith Barney Statement Pages | N/A |
| $50,001 - $100,000 |
Smith Barney IRA | $100,001 - $250,000 |
Southwood Properties | $50,001 - $250,000 |
| $50,001 - $100,000 |