—
Net Worth Est.
$4.07MTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$3.81M
Stocks
$213.51K
Mutual Funds
$49K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Fifth Third Bank [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | Interest | 2023 | ||
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2023 | |
- Joyce Beatty & Associates, Inc. [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | 2023 | |||
- PNC (Pittsburg National Corp Bank) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2023 | |
META Meta Platforms, Inc. - Class A Common Stock (META) [ST]Stocks | $50,001 - $100,000 | $1 - $200 | Dividends | 2023 | |
- Joyce and Otto Beatty Scholarship Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | 2023 | |||
JPM JP Morgan Chase & Co. Common Stock (JPM) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
UBER Uber Technologies, Inc. Common Stock (UBER) [ST]Stocks | $15,001 - $50,000 | $15,001 - $50,000 | Dividends | 2023 | |
GOCXX Federated Hermes Government Obligations Fund Cap Shares (GOCXX) [MF]Mutual Funds | $15,001 - $50,000 | Dividends | 2023 | ||
JPM JP Morgan Chase & Co. Common Stock (JPM) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
- Ohio Credit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
HBAN Huntington Bancshares Incorporated (HBAN) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
MSFT Microsoft Corporation (MSFT) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2023 | |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End Fund (QQQX) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Source Capital, Inc [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2023 | ||
- Touchstone Flexible Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
CAH Cardinal Health, Inc. (CAH) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2023 | |
CFN CareFusion Corporation (CFN) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) [ST]Stocks | $1 - $1,000 | Dividends | 2023 | ||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Interest | 2023 | ||
BDX Becton, Dickinson and Company Common Stock (BDX) [ST]Stocks | $1 - $1,000 | $1 - $200 | Dividends | 2023 | |
- ishares Inc. Singapore [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Dividends | 2023 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | Interest | 2022 | ||
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2022 | |
- PNC (Pittsburg National Corp Bank) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2022 | |
- Joyce Beatty & Associates, Inc. [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | 2022 | |||
- US Saving Bonds [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $50,001 - $100,000 | cashed them in | 2022 | |
META Meta Platforms, Inc. - Class A (META) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2022 | |
- Joyce and Otto Beatty Scholarship Fund [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2022 | |||
- 493 Parkwood Ave. [RP]Real Property | $15,001 - $50,000 | 2022 | |||
HBAN Huntington Bancshares Incorporated (HBAN) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
AXP American Express Company (AXP) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
- Columbus Municipal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
CFN CareFusion Corporation (CFN) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
CAH Cardinal Health, Inc. (CAH) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2022 | |
- Ohio Credit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Source Capital, Inc [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2022 | ||
SO Southern Company (SO) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Touchstone Flexible Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
MSFT Microsoft Corporation (MSFT) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2022 | |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End Fund (QQQX) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- ishares Inc. Singapore [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Dividends | 2022 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) [ST]Stocks | $1 - $1,000 | Dividends | 2022 | ||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Interest | 2022 | ||
- Otto Beatty Law Offices [OL]Ownership Interest | None | 2022 | |||
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | $201 - $1,000 | Interest | 2021 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2021 | |
- PNC (Pittsburg National Corp Bank) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2021 | |
- Joyce Beatty & Associates, Inc. [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | 2021 | |||
- PNC (Pittsburg National Corp Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2021 | |
- 493 Parkwood [OT]Other | $15,001 - $50,000 | 2021 | |||
FB Facebook, Inc. - Class A (FB) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2021 | |
- Key Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $15,001 - $50,000 | Interest | 2021 | |
- Joyce and Otto Beatty Scholarship Fund [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2021 | |||
- US Savings Bonds [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2021 | |||
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest (QQQX) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
CAH Cardinal Health, Inc. (CAH) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2021 | |
CFN CareFusion Corporation (CFN) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Columbus Municpal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Huntington Bancshares [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2021 | |
- MiCROSOFT CORP [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2021 | |
- Ohio Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
SOR Source Capital, Inc. (SOR) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
SO Southern Company (SO) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
MF Touchstone Flexible Income Fund (MF) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
AXP American Express Company (AXP) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
- ishares Inc Singapore [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Dividends | 2021 | |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2021 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) [ST]Stocks | $1 - $1,000 | Rent | 2021 | ||
- Otto Beatty Law Offices [OT]Other | Undetermined | $100,001 - $1,000,000 | proceeds from cases | 2021 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | $201 - $1,000 | Interest | 2020 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2020 | |
- Joyce Beatty & Associates, Inc. [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | 2020 | |||
- PNC (Pittsburg National Corp Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2020 | |
- PNC (Pittsburg National Corp Bank) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2020 | |
- Joyce and Otto Beatty Scholarship Fund [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2020 | |||
- 493 Parkwood [OT]Other | $15,001 - $50,000 | 2020 | |||
FB Facebook, Inc. - Class A (FB) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2020 | |
- Key Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $15,001 - $50,000 | Interest | 2020 | |
- US Savings Bonds [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2020 | |||
- Huntington Bancshares [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2020 | |
MF Touchstone Flexible Income Fund (MF) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2020 | |
AXP American Express Company (AXP) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2020 | |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest (QQQX) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- MiCROSOFT CORP [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2020 | |
- Columbus Municpal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Ohio Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
CFN CareFusion Corporation (CFN) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
CAH Cardinal Health, Inc. (CAH) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2020 | |
SOR Source Capital, Inc. (SOR) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2020 | |
SO Southern Company (SO) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- ishares Inc Singapore [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Dividends | 2020 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) [ST]Stocks | $1 - $1,000 | Rent | 2020 | ||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2020 | |
- Otto Beatty Law Offices [OT]Other | Undetermined | $100,001 - $1,000,000 | proceeds from cases | 2020 | |
- Beatty Real Estate [OT]Other | $1,000,001 - $5,000,000 | 2019 | |||
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | $201 - $1,000 | Interest | 2019 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2019 | |
- PNC (Pittsburgh national Corp Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2019 | |
- PNC (Pittsburgh national Corp Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2019 | |
- Joyce Beatty & Associates [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | 2019 | |||
- 493 Parkwood [RP]Real Property | $15,001 - $50,000 | 2019 | |||
FB Facebook, Inc. - Class A (FB) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2019 | |
- Joyce and Otto Beatty Scholarship Fund [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2019 | |||
- Key Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- US Savings Bonds [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2019 | |||
- Columbus Municpal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
HBAN Huntington Bancshares Incorporated (HBAN) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
SOR Source Capital, Inc. (SOR) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) [ST]Stocks | $1,001 - $15,000 | Dividends | 2019 | ||
CFN CareFusion Corporation (CFN) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
SO Southern Company (SO) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
CAH Cardinal Health, Inc. (CAH) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2019 | |
- Touchstone Flexible Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
MSFT Microsoft Corporation (MSFT) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2019 | |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest (QQQX) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
AXP American Express Company (AXP) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Ohio Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
EWS iShares Inc iShares MSCI Singapore ETF (EWS) [ST]Stocks | $1 - $1,000 | $201 - $1,000 | Dividends | 2019 | |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2019 | |||
- Otto Beatty Law Offices [OT]Other | Undetermined | $100,001 - $1,000,000 | proceeds from cases | 2019 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | $201 - $1,000 | Interest | 2018 | |
- Beatty Real Estate [OL]Ownership Interest | $1,000,001 - $5,000,000 | 2018 | |||
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2018 | |
- PNC (Pittsburgh National Corp Bank) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2018 | |
- Joyce Beatty & Associates [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | 2018 | |||
- PNC (Pittsburgh National Corp Bank) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2018 | |
- US Saving Bonds [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2018 | |||
- 493 Parkwood [RP]Real Property | $15,001 - $50,000 | 2018 | |||
FB Facebook, Inc. - Class A (FB) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2018 | |
- Joyce & Otto Beatty Scholarship Fund [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2018 | |||
- Key Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
UBER Uber Technologies, Inc. (UBER) [ST]Stocks | $15,001 - $50,000 | Dividends | 2018 | ||
- Columbus Municpal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) [ST]Stocks | $1,001 - $15,000 | Dividends | 2018 | ||
HBAN Huntington Bancshares Incorporated (HBAN) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
- Touchstone Flexible Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
CFN CareFusion Corporation (CFN) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- JP Morgan Chase [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
AXP American Express Company (AXP) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
MSFT Microsoft Corporation (MSFT) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2018 | |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest (QQQX) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- Ohio Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
CAH Cardinal Health, Inc. (CAH) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2018 | |
ATIS Attis Industries Inc. (ATIS) [ST]Stocks | $1,001 - $15,000 | Dividends | 2018 | ||
SOR Source Capital, Inc. (SOR) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
SOR Source Capital, Inc. (SOR) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
SO Southern Company (SO) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
EWS iShares Inc iShares MSCI Singapore ETF (EWS) [ST]Stocks | $1 - $1,000 | $201 - $1,000 | Dividends | 2018 | |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2018 | |||
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | $201 - $1,000 | Interest | 2017 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2017 | |
- PNC (Pittsburgh National Corp Bank) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2017 | |
- Joyce Beatty & Associates [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | 2017 | |||
- US Saving Bonds [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2017 | |||
FB Facebook, Inc. - Class A (FB) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2017 | |
- Joyce & Otto Beatty Scholarship Fund [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2017 | |||
- Key Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- 493 Parkwood [RP]Real Property | $15,001 - $50,000 | 2017 | |||
- Columbus Municpal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
HBAN Huntington Bancshares Incorporated (HBAN) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
CFN CareFusion Corporation (CFN) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
SO Southern Company (SO) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
CAH Cardinal Health, Inc. (CAH) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2017 | |
- JP Morgan Chase [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
JPM JP Morgan Chase & Co. (JPM) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Touchstone Flexible Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
MSFT Microsoft Corporation (MSFT) [ST]Stocks | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2017 | |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest (QQQX) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Ohio Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
AXP American Express Company (AXP) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2017 | |||
SOR Source Capital, Inc. (SOR) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) [ST]Stocks | $1,001 - $15,000 | Dividends | 2017 | ||
EWS iShares Inc iShares MSCI Singapore ETF (EWS) [ST]Stocks | $1 - $1,000 | $201 - $1,000 | Dividends | 2017 | |
- Fifth Third Savings Account | $1,000,001 - $5,000,000 | $201 - $1,000 | Interest | 2016 | |
- Fifth Third Bank | $250,001 - $500,000 | $201 - $1,000 | Interest | 2016 | |
- PNC (Pittsburgh National Corp) Bank | $100,001 - $250,000 | $201 - $1,000 | Interest | 2016 | |
- Joyce Beatty & Associates | $100,001 - $250,000 | 2016 | |||
- US Saving Bonds | $15,001 - $50,000 | 2016 | |||
FB Facebook, Inc. - Class A (FB) | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 2016 | |
- 493 Parkwood | $15,001 - $50,000 | 2016 | |||
- Joyce & Otto Beatty Scholarship Fund | $15,001 - $50,000 | 2016 | |||
- Key Bank Account | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- Touchstone Flexible Income Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- Congressional Federal Credit Union | $1,001 - $15,000 | Interest | 2016 | ||
- Columbus Municipal Credit Union | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
HBAN Huntington Bancshares Incorporated (HBAN) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
EWS iShares MSCI Singapore Capped ETF (EWS) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
CFN CareFusion Corporation (CFN) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- JP Morgan Chase | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
JPM JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
AXP American Express Company (AXP) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
MSFT Microsoft Corporation (MSFT) | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2016 | |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest (QQQX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
JPS Nuveen Preferred Securities Income Fund 2 Shares of Beneficial Interest (JPS) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- Ohio Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
CAH Cardinal Health, Inc. (CAH) | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2016 | |
SOR Source Capital, Inc. (SOR) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) | $1,001 - $15,000 | Dividends | 2016 | ||
SO Southern Company (SO) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- Corinthian Baptist Church Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- Fifth Third Saving Accounts | $1,000,001 - $5,000,000 | $1,001 - $2,500 | Interest | 2015 | |
- Fifth Third Bank | $250,001 - $500,000 | $201 - $1,000 | Interest | 2015 | |
- Joyce Beatty & Associates, Inc. | $100,001 - $250,000 | 2015 | |||
- PNC(Pittsburgh National Corp) Bank | $100,001 - $250,000 | $1,001 - $2,500 | Interest | 2015 | |
- IRA cash | $50,001 - $100,000 | 2015 | |||
- Joyce & Otto Beatty Scholarship Fund | $15,001 - $50,000 | 2015 | |||
- 493 Parkwood Avenue | $15,001 - $50,000 | 2015 | |||
- 803 Wager Street | $15,001 - $50,000 | 2015 | |||
- Key Bank Account | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
- US Saving Bonds | $15,001 - $50,000 | 2015 | |||
HBAN Huntington Bancshares Incorporated (HBAN) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
AXP American Express Company (AXP) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
CAH Cardinal Health, Inc. (CAH) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
CFN CareFusion Corporation (CFN) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Columbus Municipal Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- Congressional Federal Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- Corinthian Baptist Church Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
FB Facebook, Inc. - Class A (FB) | $1,001 - $15,000 | Dividends | 2015 | ||
FMCC Federal Home Loan Mortgage Corporation (FMCC) | $1,001 - $15,000 | Dividends | 2015 | ||
- Touchstone Flexible Income Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
EWS iShares MSCI Singapore Index Fund (EWS) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- JP Morgan Chase | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
JPM JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
MSFT Microsoft Corporation (MSFT) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Shares of Beneficial Interest (QQQX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
JPS Nuveen Preferred Securities Income Fund 2 Shares of Beneficial Interest (JPS) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Ohio Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
SOR Source Capital, Inc. (SOR) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
SO Southern Company (SO) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- 5628 Naiche Road | None | $100,001 - $1,000,000 | Capital Gains | 2015 | |
- 229-243 S. High Street | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | Capital Gains | 2014 | |
- Fifth Third Saving Accounts | $1,000,001 - $5,000,000 | $2,501 - $5,000 | Interest | 2014 | |
- Joyce Beatty & Assoc. DPA Pieces | $100,001 - $250,000 | 2014 | |||
- Key | $100,001 - $250,000 | $1,001 - $2,500 | Interest | 2014 | |
- PNC | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2014 | |
- Fifth Third Bank | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2014 | |
- IRA cash | $50,001 - $100,000 | 2014 | |||
- Joyce & Otto Beatty Scholarship Fund | $15,001 - $50,000 | Interest | 2014 | ||
- US Saving Bonds | $15,001 - $50,000 | 2014 | |||
HBAN Huntington Bancshares Incorporated (HBAN) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- Corinthian Baptist Church Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
EWS iShares MSCI Singapore Index Fund (EWS) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- Columbus Municipal Credit Union | $1,001 - $15,000 | $201 - $1,000 | Interest | 2014 | |
- JP Morgan Chase | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
JPM JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
CFN CareFusion Corporation (CFN) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
MSFT Microsoft Corporation (MSFT) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
QQQX NASDAQ Premium Income and Growth Fund Inc. (QQQX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
JPS Nuveen Quality Preferred Income Fund 2 Shares of Beneficial Interest (JPS) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- Ohio Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
CAH Cardinal Health, Inc. (CAH) | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2014 | |
FB Facebook, Inc. - Class A (FB) | $1,001 - $15,000 | Dividends | 2014 | ||
- Ohio Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
SOR Source Capital, Inc. (SOR) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
SO Southern Company (SO) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- Touchstone Flexible Income Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
AXP American Express Company (AXP) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) | $1,001 - $15,000 | Dividends | 2014 | ||
- Fifth Third Saving Accounts | $1,000,001 - $5,000,000 | $2,501 - $5,000 | Interest | 2013 | |
- PNC | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2013 | |
- Joyce Beatty & Assoc. DPA Pieces | $100,001 - $250,000 | 2013 | |||
- Fifth Third Bank | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2013 | |
- Key | $50,001 - $100,000 | $201 - $1,000 | Interest | 2013 | |
- IRA cash | $50,001 - $100,000 | 2013 | |||
- Joyce & Otto Beatty Scholarship Fund | $15,001 - $50,000 | Interest | 2013 | ||
- US Saving Bonds | $15,001 - $50,000 | 2013 | |||
- Touchstone Flexible Income Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
FMCC Federal Home Loan Mortgage Corporation (FMCC) | $1,001 - $15,000 | Dividends | 2013 | ||
HBAN Huntington Bancshares Incorporated (HBAN) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
EWS iShares MSCI Singapore Index Fund (EWS) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
FB Facebook, Inc. - Class A (FB) | $1,001 - $15,000 | Dividends | 2013 | ||
JPM JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
MSFT Microsoft Corporation (MSFT) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
QQQX NASDAQ Premium Income and Growth Fund Inc. (QQQX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
JPS Nuveen Quality Preferred Income Fund 2 Shares of Beneficial Interest (JPS) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Ohio Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2013 | |
SOR Source Capital, Inc. (SOR) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
SO Southern Company (SO) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- JP Morgan Chase | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
AXP American Express Company (AXP) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
CAH Cardinal Health, Inc. (CAH) | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2013 | |
CFN CareFusion Corporation (CFN) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Columbus Municipal Credit Union | $1,001 - $15,000 | $201 - $1,000 | Interest | 2013 | |
- Corinthian Baptist Church Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2013 | |
- Mortgage Carried for Eric Carmicheal | None | 2013 |
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