Annual financial disclosure for 2012, filed November 7, 2012. Includes 113 assets and 2 liabilities.
| Asset | Value |
|---|---|
TD Ameritrade | $100,001 - $250,000 |
Wells Fargo | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| CitiMortgage | mortgage | $100,001 - $250,000 |
| CitiMortgage | mortgage | $250,001 - $500,000 |
| $250,001 - $500,000 |
The Richter Realty Co. | $50,001 - $100,000 |
| $15,001 - $50,000 |
Fort Meyer Broadcasting Co. 401(K) Plan | $1,001 - $15,000 |
Life Strategy I | $1,001 - $15,000 |
Life Strategy II | $1,001 - $15,000 |
Life Strategy III | $1,001 - $15,000 |
Emerging Markets | $1,001 - $15,000 |
UBS Financial Services | $1,001 - $15,000 |
Am Funds Growth Fd | $1,001 - $15,000 |
Davis NY Vent Rd | $1,001 - $15,000 |
Rester Seefex Corp | $1,001 - $15,000 |
Cim Fin Corp | $1,001 - $15,000 |
Fifth Third Bank | $1,001 - $15,000 |
F&M Bank | $1,001 - $15,000 |
Victory Bearbl Val | $1,001 - $15,000 |
UBS Financial Services (cont.) | N/A |
Victory Diversified | N/A |
Art Funds LLC/Pac | N/A |
Marjorie R. Sollinger Family Trust June 19, 1998 as Amended | N/A |
Family Sollinger of Naples Naples, FL, US | N/A |
Richter Realty Corp. | N/A |
Kathleen J. Radel Revocable Trust dated February 16, 2008 | N/A |
M.R. Sollinger of Naples Family LP Naples, FL, US | N/A |
Morgan Stanley - Cash | N/A |
Baton Vance Municipal Fund Inc | N/A |
M.R. Sollinger of Naples Family LP Naples, FL, US | N/A |
Individual Retirement Account at Morgan Stanley | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
BMC Software | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Individual Retirement Account - Morgan Stanley | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Individual Retirement Account | $1,001 - $15,000 |
Texas Retirement Texas, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Germany | $1,001 - $15,000 |
Asia Pacific | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
PowerShares Trust II | N/A |
| N/A |
| N/A |
Individual Retirement Account - Morgan Stanley | N/A |
Individual Retirement Account at Morgan Stanley - cont. | N/A |
PowerShares S&P Health | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
SPDR DJ Wilshire REIT | N/A |
| N/A |
| N/A |
Vanguard Cons Stp Idx | N/A |
Vanguard Int'l | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Individual Retirement Account at Morgan Stanley | N/A |
Fidelity Contrafund | N/A |
Wilshire Micro-Cap | N/A |
WisdomTree Tr EMG Mkts | N/A |
Radel Realty LLC Naples, FL, US | N/A |
2723 Gullview Dr. Naples, FL 34104, US | N/A |
UBS Simple IRA | N/A |
American Funds Pac Growth | N/A |
AM Funds Growth Pd | N/A |
Davis NY Venture Id | N/A |
UBS Roth IRA-Cash | N/A |
SunTrust Checking | $1,001 - $15,000 |
Fidelity 401K 2045 Fund | $100,001 - $250,000 |
