—
Net Worth Est.
$4.84MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$2.84M
Stocks
$972.01K
IRA (Held in Cash)
$700.5K
Real Property
$175K
Pensions
$107.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
JPM JP MORGANCHAsE 401k ⇒ sP JP Morgan Chase & Co. (JPM) [sT]Stocks | $500,001 - $1,000,000 | $5,001 - $15,000 | Dividends | 2017 | |
![JP MORGANCHAsE 401k ⇒ sP JPMC sMALL CAP CORE FUND [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - JP MORGANCHAsE 401k ⇒ sP JPMC sMALL CAP CORE FUND [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Dividends | 2017 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sT FIXED INCOME FUND [MF]Mutual Funds | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2017 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sTABLE VALUE FUNDs [MF]Mutual Funds | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Office Building 36 Center sT [RP]Real Property | $100,001 - $250,000 | 2017 | |||
- Prudential IRA spouse ⇒ sP Prudential AsT Advance startegies Portfolio [IH]IRA (Held in Cash) | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Prudential IRA spouse ⇒ sP Prudential AsT Capital Growth Asset Alloc [IH]IRA (Held in Cash) | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Prudential IRA spouse ⇒ sP Prudential AsT Prud Growth Alloc [IH]IRA (Held in Cash) | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Prudential IRA spouse ⇒ sP Prudential AsT schroeders Global Tactical Portfolio [IH]IRA (Held in Cash) | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2017 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC LARGE CAP VALUE FUND [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2017 | |
- Candidate IRA ⇒ VANGUARD CAPITAL OPP GROWTH INV [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ WELLs FARGO ADVANTAGE GROWTH A [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2017 | |
- Candidate IRA ⇒ VANGUARD ENERGY FUND ADMIRAL [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2017 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC s&P 500 INDEX FUND [MF]Mutual Funds | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2017 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC INTL LARGE CAP CORE FUND [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs WAsHINGTON MUTUAL INVEsTORs [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains | 2017 | |
- spouse IRA ⇒ sP VANGUARD IRA [PE]Pensions | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ GROWTH FUND OF AMERICA CLAss F2 [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ MFs INTL GROWTH [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ Principal small Cap Fund Class I [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs GROWTH FUND OF AMERICA [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains | 2017 | |
T AT&T Inc. (T) [sT]Stocks | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ INVEsCO VAN KEMPEN MID GROWTH FUND CL A [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains | 2017 | |
- UBs Financial services- Member ⇒ EATON VANCE LARGE CAP VALUE FUND CLAss A [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ MFs BOND FUND A [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ JP MORGAN MID CAP VALUE [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2017 | |
VOD Vodafone Group Plc - American Depositary shares each representing ten Ordinary shares (VOD) [sT]Stocks | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
BAC Bank of America Corporation (BAC) [sT]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
GIs General Mills, Inc. (GIs) [sT] sPStocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
VZ Verizon Communications Inc. (VZ) [sT]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Candidate IRA ⇒ VANGUARD EMERGING MKTs sTOCK INDEX [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Candidate IRA ⇒ VANGUARD EXPLORER VALUE FUND [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Candidate IRA ⇒ VANGUARD PRECIOUs METALs & MINING [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
- Candidate IRA ⇒ VANGUARD PRIMECAP INVEsTOR FUND [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Estate of Mae Anderson ⇒ Deutsche Assets [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Estate of Mae Anderson ⇒ Putnam Mutual Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- JOHN HANCOCK VENTURE ANNUITY [PE] sPPensions | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2017 | |
- sCOTTRADE MMA [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- spouse IRA ⇒ sP AMERICAN FUND CAP WORLD GROWTH & INCOME [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- spouse IRA ⇒ sP AMERICAN FUND INCOME FUND OF AMERICA A [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
- spouse IRA ⇒ sP AMERICAN FUND INVEsTMENT A [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
- spouse IRA ⇒ sP AMERICAN FUNDs BOND FUND OF AMERICA A [MF]Mutual Funds | $15,001 - $50,000 | Dividends | 2017 | ||
- spouse IRA ⇒ sP AMERICAN FUNDs CAP INCOME BUILDER A [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ ALLIANZGI INTL VALUE FUND [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs FUNDAMENTAL INVEsTORs [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2017 | |
- UBs Financial services- Member ⇒ FIRsT EAGLE GLOBAL FUND CLAss A [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ FT GLOBAL BOND FUND [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ OPPENHEIMER DEVELOPING MARKETs [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ OPPENHEIMER sR FLOATING RATE FUND [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ Principal Funds Global Diversified Income Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ PRINCIPAL HIGH YIELD FUND CLAss A [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ PRINCIPAL INVEsTORs PREF sECURITIEs FUND [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Bank Of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2017 | |||
- Candidate IRA ⇒ VANGUARD EXPLORER FUND INVEsTMENT [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- UBs Financial services- Member ⇒ CATALYsT INsIDER BUYING CLAss A [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2017 | ||
- BANK OF AMERICA MMA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Interest | 2017 | ||
- UBs Financial services- Member ⇒ PACE MONEY MARKET INVEsTMENT FUND CLAss P [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
XEL Xcel Energy Inc. (XEL) [sT]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
CMCsA Comcast Corporation - Class A (CMCsA) [sT]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Nuveen [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Candidate IRA ⇒ VANGUARD WINDsOR II FUND INVEsTMENT [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- CHAsE BANK [BA] sPBank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2017 | |||
FTR Frontier Communications Corporation (FTR) [sT]Stocks | $1 - $1,000 | $1 - $200 | Dividends | 2017 | |
MET MetLife, Inc. (MET) [sT]Stocks | $1 - $1,000 | $1 - $200 | Dividends | 2017 | |
- spouse IRA ⇒ sP PRUDENTIAL IRA MMA [IH]IRA (Held in Cash) | $1 - $1,000 | 2017 | |||
JPM JP MORGANCHAsE 401k ⇒ sP JP Morgan Chase & Co. (JPM) | $100,001 - $250,000 | $15,001 - $50,000 | Dividends | 2016 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC LARGE CAP VALUE FUND | $100,001 - $250,000 | Dividends | 2016 | ||
- JP MORGANCHAsE 401k ⇒ sP JPMC s&P 500 INDEX FUND | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2016 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sMALL CAP CORE FUND | $100,001 - $250,000 | Dividends | 2016 | ||
- JP MORGANCHAsE 401k ⇒ sP JPMC sT FIXED INCOME FUND | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2016 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sTABLE VALUE FUNDs | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Prudential IRA spouse ⇒ sP Prudential AsT Advance startegies Portfolio | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Prudential IRA spouse ⇒ sP Prudential AsT Capital Growth Asset Alloc | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Prudential IRA spouse ⇒ sP Prudential AsT Prud Growth Alloc | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Prudential IRA spouse ⇒ sP Prudential AsT schroeders Global Tactical Portfolio | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ WELLs FARGO ADVANTAGE GROWTH A | $100,001 - $250,000 | $15,001 - $50,000 | Dividends | 2016 | |
- Office Building 36 Center sT | $100,001 - $250,000 | 2016 | |||
- UBs Financial services- Member ⇒ INVEsCO VAN KEMPEN MID GROWTH FUND CL A | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Candidate IRA ⇒ VANGUARD CAPITAL OPP GROWTH INV | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ GROWTH FUND OF AMERICA CLAss F2 | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs WAsHINGTON MUTUAL INVEsTORs | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2016 | |
- spouse IRA ⇒ sP VANGUARD IRA | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2016 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC INTL LARGE CAP CORE FUND | $50,001 - $100,000 | Dividends | 2016 | ||
- JOHN HANCOCK VENTURE ANNUITY sP | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ MFs INTL GROWTH | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ MFs BOND FUND A | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2016 | |
T AT&T Inc. (T) | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2016 | |
- Candidate IRA ⇒ VANGUARD ENERGY FUND ADMIRAL | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2016 | |
VOD Vodafone Group Plc - American Depositary shares each representing ten Ordinary shares (VOD) | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
- Estate of Mae Anderson ⇒ Deutsche Assets | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- spouse IRA ⇒ sP AMERICAN FUND CAP WORLD GROWTH & INCOME | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
BAC Bank of America Corporation (BAC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- Candidate IRA ⇒ VANGUARD EMERGING MKTs sTOCK INDEX | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
GIs General Mills, Inc. (GIs) sP | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
- sCOTTRADE MMA | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Interest | 2016 | |
- spouse IRA ⇒ sP AMERICAN FUND INCOME FUND OF AMERICA A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- spouse IRA ⇒ sP AMERICAN FUND INVEsTMENT A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
- spouse IRA ⇒ sP AMERICAN FUNDs BOND FUND OF AMERICA A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ ALLIANZGI INTL VALUE FUND | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs FUNDAMENTAL INVEsTORs | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2016 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs GROWTH FUND OF AMERICA | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2016 | |
- UBs Financial services- Member ⇒ EATON VANCE LARGE CAP VALUE FUND CLAss A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ FIRsT EAGLE GLOBAL FUND CLAss A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ FT GLOBAL BOND FUND | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2016 | |
- UBs Financial services- Member ⇒ JP MORGAN MID CAP VALUE | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ OPPENHEIMER DEVELOPING MARKETs | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ OPPENHEIMER sR FLOATING RATE FUND | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ Principal Funds Global Dividend Income Fund | $15,001 - $50,000 | Dividends | 2016 | ||
- Estate of Mae Anderson ⇒ Putnam Mutual Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ PRINCIPAL HIGH YIELD FUND CLAss A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ PRINCIPAL INVEsTORs PREF sECURITIEs FUND | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
VZ Verizon Communications Inc. (VZ) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- BANK OF AMERICA MMA | $1,001 - $15,000 | Interest | 2016 | ||
- Candidate IRA ⇒ VANGUARD PRECIOUs METALs & MINING | $1,001 - $15,000 | Dividends | 2016 | ||
- Candidate IRA ⇒ VANGUARD PRIMECAP INVEsTOR FUND | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Candidate IRA ⇒ VANGUARD EXPLORER FUND INVEsTMENT | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Candidate IRA ⇒ VANGUARD WINDsOR II FUND INVEsTMENT | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
CMCsA Comcast Corporation - Class A (CMCsA) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ PACE MONEY MARKET INVEsTMENT FUND CLAss P | $1,001 - $15,000 | 2016 | |||
- spouse IRA ⇒ sP AMERICAN FUNDs CAP INCOME BUILDER A | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Nuveen | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- Bank Of America Checking | $1,001 - $15,000 | 2016 | |||
XEL Xcel Energy Inc. (XEL) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- UBs Financial services- Member ⇒ CATALYsT INsIDER BUYING CLAss A | $1,001 - $15,000 | Dividends | 2016 | ||
- Candidate IRA ⇒ VANGUARD EXPLORER VALUE FUND | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- spouse IRA ⇒ sP PRUDENTIAL IRA MMA | $1 - $1,000 | 2016 | |||
MET MetLife, Inc. (MET) | $1 - $1,000 | $1 - $200 | Dividends | 2016 | |
FTR Frontier Communications Corporation (FTR) | $1 - $1,000 | $1 - $200 | Dividends | 2016 | |
- CHAsE BANK sP | $1 - $1,000 | 2016 | |||
- JP MORGAN RETIREMENT PLAN sP | None | $201 - $1,000 | Interest | 2016 | |
- Estate of Mae Anderson ⇒ Dreyfus Mututal Fund | None | Dividends | 2016 | ||
- JP MORGAN RETIREMENT PLAN sP | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2015 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sMALL CAP CORE FUND | $100,001 - $250,000 | Dividends | 2015 | ||
- JP MORGANCHAsE 401k ⇒ sP JPMC sT FIXED INCOME FUND | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2015 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sTABLE VALUE FUNDs | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ WELLs FARGO ADVANTAGE GROWTH A | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2015 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC LARGE CAP VALUE FUND | $100,001 - $250,000 | Dividends | 2015 | ||
JPM JP MORGANCHAsE 401k ⇒ sP JP Morgan Chase & Co. (JPM) | $100,001 - $250,000 | $15,001 - $50,000 | Dividends | 2015 | |
- Office Building 36 Center sT | $100,001 - $250,000 | 2015 | |||
- JP MORGANCHAsE 401k ⇒ sP JPMC s&P 500 INDEX FUND | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2015 | |
- spouse IRA ⇒ sP VANGUARD IRA | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs GROWTH FUND OF AMERICA | $50,001 - $100,000 | $201 - $1,000 | Capital Gains | 2015 | |
- UBs Financial services- Member ⇒ GROWTH FUND OF AMERICA CLAss F2 | $50,001 - $100,000 | Dividends | 2015 | ||
- UBs Financial services- Member ⇒ INVEsCO VAN KEMPEN MID GROWTH FUND CL A | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2015 | |
T AT&T Inc. (T) | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2015 | |
- Candidate IRA ⇒ VANGUARD CAPITAL OPP GROWTH INV | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2015 | |
- Candidate IRA ⇒ VANGUARD ENERGY FUND ADMIRAL | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2015 | |
- JOHN HANCOCK VENTURE ANNUITY sP | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2015 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC INTL LARGE CAP CORE FUND | $50,001 - $100,000 | Dividends | 2015 | ||
- UBs Financial services- Member ⇒ MFs BOND FUND A | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ MFs INTL GROWTH | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2015 | |
- Candidate IRA ⇒ VANGUARD EMERGING MKTs sTOCK INDEX | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- Estate of Mae Anderson ⇒ DWs Mutual Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- Estate of Mae Anderson ⇒ Putnam Mutual Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ FT GLOBAL BOND FUND | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2015 | |
GIs General Mills, Inc. (GIs) sP | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ PRINCIPAL INVEsTORs PREF sECURITIEs FUND | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ PRINCIPAL HIGH YIELD FUND CLAss A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2015 | |
- spouse IRA ⇒ sP AMERICAN FUND INVEsTMENT A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ FIRsT EAGLE GLOBAL FUND CLAss A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- spouse IRA ⇒ sP AMERICAN FUNDs BOND FUND OF AMERICA A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ JP MORGAN MID CAP VALUE | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ EATON VANCE LARGE CAP VALUE FUND CLAss A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs FUNDAMENTAL INVEsTORs | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2015 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs WAsHINGTON MUTUAL INVEsTORs | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ OPPENHEIMER sR FLOATING RATE FUND | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2015 | |
- sCOTTRADE MMA | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Interest | 2015 | |
BAC Bank of America Corporation (BAC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- spouse IRA ⇒ sP AMERICAN FUND CAP WORLD GROWTH & INCOME | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ ALLIANZGI INTL VALUE FUND | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- spouse IRA ⇒ sP AMERICAN FUND INCOME FUND OF AMERICA A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ OPPENHEIMER DEVELOPING MARKETs | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
VZ Verizon Communications Inc. (VZ) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
XEL Xcel Energy Inc. (XEL) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Nuveen | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Bank Of America Checking | $1,001 - $15,000 | 2015 | |||
- BANK OF AMERICA MMA | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- UBs Financial services- Member ⇒ PACE MONEY MARKET INVEsTMENT FUND CLAss P | $1,001 - $15,000 | 2015 | |||
- Candidate IRA ⇒ VANGUARD EXPLORER FUND INVEsTMENT | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- Candidate IRA ⇒ VANGUARD EXPLORER VALUE FUND | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Candidate IRA ⇒ VANGUARD PRECIOUs METALs & MINING | $1,001 - $15,000 | Dividends | 2015 | ||
- Candidate IRA ⇒ VANGUARD PRIMECAP INVEsTOR FUND | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- Candidate IRA ⇒ VANGUARD WINDsOR II FUND INVEsTMENT | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
CMCsA Comcast Corporation - Class A (CMCsA) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Estate of Mae Anderson ⇒ Dreyfus Mututal Fund | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- spouse IRA ⇒ sP PRUDENTIAL IRA MMA | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- spouse IRA ⇒ sP AMERICAN FUNDs CAP INCOME BUILDER A | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- UBs Financial services- Member ⇒ CATALYsT INsIDER BUYING CLAss A | $1,001 - $15,000 | Dividends | 2015 | ||
FTR Frontier Communications Corporation (FTR) | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
- CHAsE BANK sP | $1 - $1,000 | 2015 | |||
MET MetLife, Inc. (MET) | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
- Estate of Adele Rohrbach, 50% Interest sP | None | 2015 | |||
- Estate of Adele Rohrbach ⇒ sP Property at 905 Mill Rd East Aurora | None | NY | 2015 | ||
- UBs Financial services- Member ⇒ KEELEY sMALL CAP VALUE FUND | None | $2,501 - $5,000 | Capital Gains | 2015 | |
- UBs Financial services- Member ⇒ TETON WEsTWOOD MIGHTY MITEs FUND CLAss AAA | None | $5,001 - $15,000 | Capital Gains | 2015 | |
- JP MORGAN RETIREMENT PLAN sP | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2014 | |
JPM JP MORGANCHAsE 401k ⇒ sP JP Morgan Chase & Co. (JPM) | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2014 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC LARGE CAP VALUE FUND | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2014 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sTABLE VALUE FUNDs | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2014 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sT FIXED INCOME FUND | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2014 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC s&P 500 INDEX FUND | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2014 | |
- Office Building 36 Center sT | $100,001 - $250,000 | 2014 | |||
- UBs Financial services- Member ⇒ WELLs FARGO ADVANTAGE GROWTH A | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs GROWTH FUND OF AMERICA | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains | 2014 | |
- Estate of Mae Anderson ⇒ Putnam Mutual Fund | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2014 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sMALL CAP CORE FUND | $50,001 - $100,000 | Dividends | 2014 | ||
- UBs Financial services- Member ⇒ GROWTH FUND OF AMERICA CLAss F2 | $50,001 - $100,000 | Dividends | 2014 | ||
- Estate of Adele Rohrbach ⇒ sP Property at 905 Mill Rd East Aurora | $50,001 - $100,000 | NY | 2014 | ||
- UBs Financial services- Member ⇒ MFs BOND FUND A | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ MFs INTL GROWTH | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2014 | |
- Candidate IRA ⇒ VANGUARD CAPITAL OPP GROWTH INV | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2014 | |
- spouse IRA ⇒ sP VANGUARD IRA | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2014 | |
- JOHN HANCOCK VENTURE ANNUITY sP | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2014 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC INTL LARGE CAP CORE FUND | $50,001 - $100,000 | Dividends | 2014 | ||
- Estate of Adele Rohrbach, 50% Interest sP | $50,001 - $100,000 | 2014 | |||
T AT&T Inc. (T) | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2014 | |
- Candidate IRA ⇒ VANGUARD ENERGY FUND ADMIRAL | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ INVEsCO VAN KEMPEN MID GROWTH FUND CL A | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2014 | |
- Estate of Mae Anderson ⇒ Dreyfus Mututal Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs FUNDAMENTAL INVEsTORs | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2014 | |
- spouse IRA ⇒ sP AMERICAN FUND CAP WORLD GROWTH & INCOME | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- spouse IRA ⇒ sP AMERICAN FUND INCOME FUND OF AMERICA A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- spouse IRA ⇒ sP AMERICAN FUND INVEsTMENT A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2014 | |
- spouse IRA ⇒ sP AMERICAN FUNDs BOND FUND OF AMERICA A | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ ALLIANZGI INTL VALUE FUND | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
- Estate of Mae Anderson ⇒ DWs Mutual Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ KEELEY sMALL CAP VALUE FUND | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2014 | |
- UBs Financial services- Member ⇒ JP MORGAN MID CAP VALUE | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ FT GLOBAL BOND FUND | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2014 | |
- UBs Financial services- Member ⇒ FIRsT EAGLE GLOBAL FUND CLAss A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ EATON VANCE LARGE CAP VALUE FUND CLAss A | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ CATALYsT INsIDER BUYING CLAss A | $15,001 - $50,000 | Dividends | 2014 | ||
GIs General Mills, Inc. (GIs) sP | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs WAsHINGTON MUTUAL INVEsTORs | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2014 | |
- Candidate IRA ⇒ VANGUARD PRECIOUs METALs & MINING | $15,001 - $50,000 | Dividends | 2014 | ||
BAC Bank of America Corporation (BAC) | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
- sCOTTRADE MMA | $15,001 - $50,000 | $1 - $200 | Interest | 2014 | |
- Candidate IRA ⇒ VANGUARD EMERGING MKTs sTOCK INDEX | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ OPPENHEIMER DEVELOPING MARKETs | $15,001 - $50,000 | Dividends | 2014 | ||
- UBs Financial services- Member ⇒ OPPENHEIMER sR FLOATING RATE FUND | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ PRINCIPAL HIGH YIELD FUND CLAss A | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ PRINCIPAL INVEsTORs PREF sECURITIEs FUND | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- UBs Financial services- Member ⇒ TETON WEsTWOOD MIGHTY MITEs FUND CLAss AAA | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
VZ Verizon Communications Inc. (VZ) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- spouse IRA ⇒ sP AMERICAN FUNDs CAP INCOME BUILDER A | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
- spouse IRA ⇒ sP PRUDENTIAL IRA MMA | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
XEL Xcel Energy Inc. (XEL) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
VOD Vodafone Group Plc - American Depositary shares each representing ten Ordinary shares (VOD) | $1,001 - $15,000 | 2014 | |||
- UBs Financial services- Member ⇒ PACE MONEY MARKET INVEsTMENT FUND CLAss P | $1,001 - $15,000 | 2014 | |||
- Nuveen | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- Candidate IRA ⇒ VANGUARD EXPLORER FUND INVEsTMENT | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
- Candidate IRA ⇒ VANGUARD PRIMECAP INVEsTOR FUND | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
- Candidate IRA ⇒ VANGUARD WINDsOR II FUND INVEsTMENT | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
CMCsA Comcast Corporation - Class A (CMCsA) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- Bank Of America Checking | $1,001 - $15,000 | 2014 | |||
- BANK OF AMERICA MMA | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
MET MetLife, Inc. (MET) | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
- CHAsE BANK sP | $1 - $1,000 | 2014 | |||
FTR Frontier Communications Corporation (FTR) | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
MET Estate of Wesley Lance ⇒ MetLife, Inc. (MET) | None | Dividends | 2014 | ||
BAC Estate of Wesley Lance ⇒ Bank of America Corporation (BAC) | None | Dividends | 2014 | ||
VOD Estate of Mae Anderson ⇒ Vodafone Group Plc - American Depositary shares each representing ten Ordinary shares (VOD) | None | Dividends | 2014 | ||
VZ Estate of Mae Anderson ⇒ Verizon Communications Inc. (VZ) | None | Dividends | 2014 | ||
- Estate of Mae Anderson ⇒ Nuveen Mutual Fund | None | Dividends | 2014 | ||
- UBs Financial services- Member ⇒ IVY GLOBAL NATURAL REsOURCEs FUND | None | Dividends | 2014 | ||
FTR Estate of Mae Anderson ⇒ Frontier Communications Corporation (FTR) | None | Dividends | 2014 | ||
CMCsA Estate of Mae Anderson ⇒ Comcast Corporation - Class A (CMCsA) | None | Dividends | 2014 | ||
EXCC Estate of Mae Anderson ⇒ Excel Corp (EXCC) | None | Dividends | 2014 | ||
T Estate of Mae Anderson ⇒ AT&T Inc. (T) | None | Dividends | 2014 | ||
- Bank of America | None | JT | Interest | 2014 | |
- JP MORGAN RETIREMENT PLAN sP | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2013 | |
- Office Building 36 Center sT | $100,001 - $250,000 | 2013 | |||
- JP MORGANCHAsE 401k ⇒ sP JPMC LARGE CAP VALUE FUND | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ PRINCIPAL HIGH YIELD FUND CLAss A | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2013 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sT FIXED INCOME FUND | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ WELLs FARGO ADVANTAGE GROWTH A | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2013 | |
- Candidate IRA ⇒ VANGUARD ENERGY FUND ADMIRAL | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2013 | |
JPM JP MORGANCHAsE 401k ⇒ sP JP Morgan Chase & Co. (JPM) | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2013 | |
- Estate of Mae Anderson ⇒ Putnam Mutual Fund | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2013 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC s&P 500 INDEX FUND | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ INVEsCO VAN KEMPEN MID GROWTH FUND CL A | $50,001 - $100,000 | Dividends | 2013 | ||
- UBs Financial services- Member ⇒ FT GLOBAL BOND FUND | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2013 | |
- JOHN HANCOCK VENTURE ANNUITY sP | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2013 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC sMALL CAP CORE FUND | $50,001 - $100,000 | Dividends | 2013 | ||
- Estate of Adele Rohrbach, 50% Interest sP | $50,001 - $100,000 | 2013 | |||
- JP MORGANCHAsE 401k ⇒ sP JPMC sTABLE VALUE FUNDs | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2013 | |
- Estate of Adele Rohrbach ⇒ sP Property at 905 Mill Rd East Aurora | $50,001 - $100,000 | NY | 2013 | ||
- Candidate IRA ⇒ VANGUARD CAPITAL OPP GROWTH INV | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs GROWTH FUND OF AMERICA | $50,001 - $100,000 | $1 - $200 | Dividends | 2013 | |
- spouse IRA ⇒ sP VANGUARD IRA | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2013 | |
- spouse IRA ⇒ sP AMERICAN FUNDs BOND FUND OF AMERICA A | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ OPPENHEIMER DEVELOPING MARKETs | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ OPPENHEIMER sR FLOATING RATE FUND | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ TETON WEsTWOOD MIGHTY MITEs FUND CLAss AAA | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ MFs INTL GROWTH | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ MFs BOND FUND A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
BAC Bank of America Corporation (BAC) | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
- Candidate IRA ⇒ VANGUARD EMERGING MKTs sTOCK INDEX | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- Candidate IRA ⇒ VANGUARD PRECIOUs METALs & MINING | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
T Estate of Mae Anderson ⇒ AT&T Inc. (T) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2013 | |
- Estate of Mae Anderson ⇒ Dreyfus Mututal Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- Estate of Mae Anderson ⇒ DWs Mutual Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
VZ Estate of Mae Anderson ⇒ Verizon Communications Inc. (VZ) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
BAC Estate of Wesley Lance ⇒ Bank of America Corporation (BAC) | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
GIs General Mills, Inc. (GIs) sP | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC INTL LARGE CAP CORE FUND | $15,001 - $50,000 | Dividends | 2013 | ||
- spouse IRA ⇒ sP AMERICAN FUND INCOME FUND OF AMERICA A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ ALLIANZGI INTL VALUE FUND | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs FUNDAMENTAL INVEsTORs | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs WAsHINGTON MUTUAL INVEsTORs | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ EATON VANCE LARGE CAP VALUE FUND CLAss A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ FIRsT EAGLE GLOBAL FUND CLAss A | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ IVY GLOBAL NATURAL REsOURCEs FUND | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ JP MORGAN MID CAP VALUE | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ KEELEY sMALL CAP VALUE FUND | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
- sCOTTRADE MMA | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
- BANK OF AMERICA MMA | $1,001 - $15,000 | $1 - $200 | Interest | 2013 | |
- UBs Financial services- Member ⇒ PACE MONEY MARKET INVEsTMENT FUND CLAss P | $1,001 - $15,000 | 2013 | |||
- Estate of Mae Anderson ⇒ Nuveen Mutual Fund | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
- spouse IRA ⇒ sP AMERICAN FUND CAP WORLD GROWTH & INCOME | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
- Candidate IRA ⇒ VANGUARD PRIMECAP INVEsTOR FUND | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- spouse IRA ⇒ sP AMERICAN FUND INVEsTMENT A | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
- spouse IRA ⇒ sP AMERICAN FUNDs CAP INCOME BUILDER A | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
EXCC Estate of Mae Anderson ⇒ Excel Corp (EXCC) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- UBs Financial services- Member ⇒ PRINCIPAL INVEsTORs PREF sECURITIEs FUND | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
- Candidate IRA ⇒ JPMC EXPLORER FUND INVEsTMENT | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Candidate IRA ⇒ VANGUARD WINDsOR II FUND INVEsTMENT | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
VOD Estate of Mae Anderson ⇒ Vodafone Group Plc - American Depositary shares each representing ten Ordinary shares (VOD) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
- Bank Of America Checking | $1,001 - $15,000 | 2013 | |||
CMCsA Estate of Mae Anderson ⇒ Comcast Corporation - Class A (CMCsA) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Bank of America | $1 - $1,000 | JT | $1 - $200 | Interest | 2013 |
- spouse IRA ⇒ sP PRUDENTIAL IRA MMA | $1 - $1,000 | $1 - $200 | Interest | 2013 | |
MET Estate of Wesley Lance ⇒ MetLife, Inc. (MET) | $1 - $1,000 | $1 - $200 | Dividends | 2013 | |
FTR Estate of Mae Anderson ⇒ Frontier Communications Corporation (FTR) | $1 - $1,000 | $1 - $200 | Dividends | 2013 | |
- JP MORGANCHAsE 401k ⇒ sP JPMC GROWTH & INCOME FUND | None | Dividends | 2013 | ||
- UBs Financial services- Member ⇒ FT TEMPLETON FOREIGN sMALL CO A | None | $15,001 - $50,000 | Capital Gains | 2013 | |
- UBs Financial services- Member ⇒ AMERICAN FUNDs EURO PACIFIC GROWTH | None | $15,001 - $50,000 | Capital Gains | 2013 |
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