—
Net Worth Est.
$758.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$512.5K
Bank Accounts, Money Market Accounts and CDs
$124.5K
Fixed Annuity
$64.5K
Whole/Universal Insurance
$40.5K
Pensions
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![JP Morgan Chase IRA - Growth Income Tier I [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - JP Morgan Chase IRA - Growth Income Tier I [MF]Mutual Funds | $250,001 - $500,000 | SP | $201 - $1,000 | Dividends | 2020 |
- JP Morgan Chase Retirement Plan [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2020 |
- JP Morgan Chase IRA MMAT [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2020 |
- Fidelity VIP APP Port/EQ INC Initial [FN]Fixed Annuity | $15,001 - $50,000 | 2020 | |||
- Putnam Fidelity TR Co TTEE BFG IRA [MF]Mutual Funds | $15,001 - $50,000 | 2020 | |||
- Putnam Growth and Income Fund [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2020 | |
- JP Morgan Chase Investment Services Corp HPQ IRA [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Pacific Life VUL [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2020 | |||
- NW AmCent NW InvitMultCap [FN]Fixed Annuity | $1,001 - $15,000 | 2020 | |||
- NW NVIT MDCAP INDX 1 [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- Oppenheimer Global SECS/INVSCO OPP VI Global [FN]Fixed Annuity | $1,001 - $15,000 | 2020 | |||
- Pacific Life VUL [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2020 | ||
- Putnam Fidelity TR Co TTEE BFG IRA [MF]Mutual Funds | $1,001 - $15,000 | SP | 2020 | ||
- State of Texas Retirement Plan Account [PE]Pensions | $1,001 - $15,000 | 2020 | |||
- JP Morgan Chase Mutual Fund 564/Growth Advantage Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
JPM JP Morgan Chase & Co. (JPM) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- DREY VIP APP Port/BYNMEL VIF APP Initial [FN]Fixed Annuity | $1,001 - $15,000 | 2020 | |||
- JP Morgan Chase Personal Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- Blackrock 529 College Advantage Plan OH [MF]Mutual Funds | $1,001 - $15,000 | DC | 2020 | ||
- JP Morgan Chase Super Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- NeuberAMT SHRT DUR BD [FN]Fixed Annuity | $1,001 - $15,000 | 2020 | |||
- Blackrock 529 College Advantage Plan OH [MF]Mutual Funds | $1,001 - $15,000 | DC | 2020 | ||
- Wells Fargo Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2020 |
- Wells Fargo Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2020 |
- JP Morgan Chase IRA - Growth Income Tier I [MF]Mutual Funds | $250,001 - $500,000 | SP | $201 - $1,000 | Dividends | 2019 |
- JP Morgan Chase Retirement Plan [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2019 |
- Putnam Fidelity TR Co TTEE BFG IRA [MF]Mutual Funds | $15,001 - $50,000 | 2019 | |||
- Pacific Life VUL [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2019 | |||
- Putnam Growth and Income Fund [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2019 | |
- Fidelity VIP APP Port/EQ INC Initial [FN]Fixed Annuity | $15,001 - $50,000 | 2019 | |||
- JP Morgan Chase IRA MMAT [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2019 |
- JP Morgan Chase Investment Services Corp HPQ IRA [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- NeuberAMT SHRT DUR BD [FN]Fixed Annuity | $1,001 - $15,000 | 2019 | |||
- Blackrock 529 College Advantage Plan OH [MF]Mutual Funds | $1,001 - $15,000 | DC | 2019 | ||
- Blackrock 529 College Advantage Plan OH [MF]Mutual Funds | $1,001 - $15,000 | DC | 2019 | ||
- DREY VIP APP Port/BYNMEL VIF APP Initial [FN]Fixed Annuity | $1,001 - $15,000 | 2019 | |||
JPM JP Morgan Chase & Co. (JPM) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- JP Morgan Chase Mutual Fund 564/Growth Advantage Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- JP Morgan Chase Personal Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- JP Morgan Chase Super Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- NW AmCent NW InvitMultCap [FN]Fixed Annuity | $1,001 - $15,000 | 2019 | |||
- NW NVIT MDCAP INDX 1 [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Oppenheimer Global SECS/INVSCO OPP VI Global [FN]Fixed Annuity | $1,001 - $15,000 | 2019 | |||
- Pacific Life VUL [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2019 | ||
- Putnam Fidelity TR Co TTEE BFG IRA [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- State of Texas Retirement Plan Account [PE]Pensions | $1,001 - $15,000 | 2019 | |||
- Wells Fargo Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2019 |
- Wells Fargo Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2019 |
- JP Morgan Chase IRA - Growth Income Tier I [MF]Mutual Funds | $250,001 - $500,000 | JT | $201 - $1,000 | Dividends | 2018 |
- JP Morgan Chase Retirement Plan [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2018 |
- Pacific Life VUL [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2018 | |||
- JP Morgan Chase IRA MMAT [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2018 |
- Putnam Fidelity TR Co TTEE BFG IRA [MF]Mutual Funds | $15,001 - $50,000 | 2018 | |||
- Fidelity VIP APP Port [FN]Fixed Annuity | $15,001 - $50,000 | 2018 | |||
- Putnam Growth and Income Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- JP Morgan Chase Investment Services Corp HPQ IRA [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- NW NVIT MDCAP INDX 1 [MF]Mutual Funds | $1,001 - $15,000 | 2018 | |||
- Oppenheimer Global SECS [FN]Fixed Annuity | $1,001 - $15,000 | 2018 | |||
- Pacific Life VUL [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2018 | ||
- Putnam Fidelity TR Co TTEE BFG IRA [MF]Mutual Funds | $1,001 - $15,000 | SP | 2018 | ||
- DREY VIP APP Port [FN]Fixed Annuity | $1,001 - $15,000 | 2018 | |||
- Blackrock 529 College Advantage Plan OH [MF]Mutual Funds | $1,001 - $15,000 | DC | 2018 | ||
JPM JP Morgan Chase & Co. (JPM) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
- JP Morgan Chase Mutual Fund 564/Growth Advantage Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2018 |
- JP Morgan Chase Personal Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- JP Morgan Chase Super Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- NeuberAMT SHRT DUR BD [FN]Fixed Annuity | $1,001 - $15,000 | 2018 | |||
- NW AmCent NW InvitMultCap [FN]Fixed Annuity | $1,001 - $15,000 | 2018 | |||
- Putnam Small Cap Value Fund A [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
- State of Texas Retirement Plan Account [PE]Pensions | $1,001 - $15,000 | 2018 | |||
- Blackrock 529 College Advantage Plan OH [MF]Mutual Funds | $1,001 - $15,000 | DC | 2018 | ||
- Putnam MM Fund A [MF]Mutual Funds | $1 - $1,000 | JT | $1 - $200 | Dividends | 2018 |
- Wells Fargo Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2018 |
- Wells Fargo Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2018 |
- JP Morgan Chase IRA - Growth Income Tier I [MF]Mutual Funds | $250,001 - $500,000 | JT | $201 - $1,000 | Dividends | 2017 |
- JP Morgan Chase Retirement Plan [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2017 |
- Putnam Fidelity TR Co TTEE BFG IRA [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- JP Morgan Chase IRA MMAT [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2017 |
- Putnam Small Cap Value Fund A [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2017 |
- Pacific Life VUL [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2017 | |||
- JP Morgan Chase Investment Services Corp HPQ IRA [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- Putnam Growth and Income Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Fidelity VIP APP Port [FN]Fixed Annuity | $15,001 - $50,000 | 2017 | |||
- NW NVIT MDCAP INDX 1 [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- Oppenheimer Global SECS [FN]Fixed Annuity | $1,001 - $15,000 | 2017 | |||
- Pacific Life VUL [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2017 | ||
- Putnam Fidelity TR Co TTEE BFG IRA [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
- State of Texas Retirement Plan Account [PE]Pensions | $1,001 - $15,000 | 2017 | |||
- Wells Fargo Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- DREY VIP APP Port [FN]Fixed Annuity | $1,001 - $15,000 | 2017 | |||
- Putnam MM Fund A [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- Blackrock 529 College Advantage Plan OH [MF]Mutual Funds | $1,001 - $15,000 | DC | 2017 | ||
JPM JP Morgan Chase & Co. (JPM) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- JP Morgan Chase Mutual Fund 564/Growth Advantage Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- JP Morgan Chase Personal Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- JP Morgan Chase Super Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- NeuberAMT SHRT DUR BD [FN]Fixed Annuity | $1,001 - $15,000 | 2017 | |||
- NW AmCent NW InvitMultCap [FN]Fixed Annuity | $1,001 - $15,000 | 2017 | |||
- Blackrock 529 College Advantage Plan OH [MF]Mutual Funds | $1,001 - $15,000 | DC | 2017 | ||
- Wells Fargo Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2017 |
- JP Morgan Chase IRA - Growth Income Tier I | $250,001 - $500,000 | JT | $201 - $1,000 | Dividends | 2016 |
- JP Morgan Chase Retirement Plan | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2016 |
- Pacific Life VUL | $15,001 - $50,000 | 2016 | |||
- Putnam Small Cap Value Fund A | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Putnam Fidelity TR Co TTEE BFG IRA | $15,001 - $50,000 | 2016 | |||
- Fidelity VIP APP Port | $15,001 - $50,000 | 2016 | |||
- JP Morgan Chase IRA MMAT | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2016 |
- JP Morgan Chase Investment Services Corp HPQ IRA | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Putnam Growth and Income Fund | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- JP Morgan Chase Mutual Fund 564/Growth Advantage Fund | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- JP Morgan Chase Personal Checking Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- Blackrock 529 College Advantage Plan OH | $1,001 - $15,000 | DC | 2016 | ||
- Blackrock 529 College Advantage Plan OH | $1,001 - $15,000 | DC | 2016 | ||
- DREY VIP APP Port | $1,001 - $15,000 | 2016 | |||
JPM JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- State of Texas Retirement Plan Account | $1,001 - $15,000 | 2016 | |||
- JP Morgan Chase Super Savings Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- NW AmCent NW InvitMultCap | $1,001 - $15,000 | 2016 | |||
- NW NVIT MDCAP INDX 1 | $1,001 - $15,000 | 2016 | |||
- Oppenheimer Global SECS | $1,001 - $15,000 | 2016 | |||
- Pacific Life VUL | $1,001 - $15,000 | SP | 2016 | ||
- Putnam Fidelity TR Co TTEE BFG IRA | $1,001 - $15,000 | SP | 2016 | ||
- Putnam MM Fund A | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- Wells Fargo Checking Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- NeuberAMT SHRT DUR | $1,001 - $15,000 | BD | 2016 | ||
- Wells Fargo Savings Account | $1 - $1,000 | JT | $1 - $200 | Interest | 2016 |
- JP Morgan Chase IRA - Growth Income Tier I | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2015 |
- JP Morgan Chase Retirement Plan | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2015 |
- JP Morgan Chase Investment Services Corp HPQ IRA | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2015 |
- JP Morgan Chase IRA MMAT | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2015 |
- Putnam Growth & Income Fund | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Fidelity VIP APP Port | $15,001 - $50,000 | 2015 | |||
- JP Morgan Chase Super Savings Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- NW AmCent NW InvitMultCap | $1,001 - $15,000 | 2015 | |||
- Oppenheimer Global SECS | $1,001 - $15,000 | 2015 | |||
- Pacific Life VUL | $1,001 - $15,000 | 2015 | |||
- Pacific Life VUL | $1,001 - $15,000 | SP | 2015 | ||
- Putnam Fidelity TR Co TTEE BFG IRA | $1,001 - $15,000 | SP | 2015 | ||
- Putnam Fidelity TR Co TTEE BFG IRA | $1,001 - $15,000 | 2015 | |||
- Putnam MM Fund A | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- Putnam Small Cap Value Fund A | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- State of Texas Retirement Plan Account | $1,001 - $15,000 | 2015 | |||
- Wells Fargo Checking Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- Neuber AMT SHRT DUR | $1,001 - $15,000 | BD | 2015 | ||
- Blackrock 529 College Advantage Plan OH | $1,001 - $15,000 | DC | 2015 | ||
- Blackrock 529 College Advantage Plan OH | $1,001 - $15,000 | DC | 2015 | ||
- DREY VIP APP Port | $1,001 - $15,000 | 2015 | |||
JPM JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
- JP Morgan Chase Mutual Fund 564/Growth Advantage Fund | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
- JP Morgan Chase Personal Checking Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- Wells Fargo Savings Account | $1 - $1,000 | JT | $1 - $200 | Interest | 2015 |
- JP Morgan Chase IRA - Growth Income Tier I | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2014 |
- JP Morgan Chase Retirement Plan | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2014 |
- JP Morgan Chase Investment Services Corp HPQ IRA | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2014 |
- Putnam Growth & Income Fund | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- JP Morgan Chase IRA MMAT | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2014 |
- Putnam Fidelity TR Co TTEE BFG IRA | $1,001 - $15,000 | 2014 | |||
- State of Texas Retirement Plan Account | $1,001 - $15,000 | 2014 | |||
- Putnam Small Cap Value Fund A | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Fidelity VIP APP Port | $1,001 - $15,000 | 2014 | |||
- Oppenheimer Blobal SECS | $1,001 - $15,000 | 2014 | |||
- Pacific Life VUL | $1,001 - $15,000 | 2014 | |||
- Pacific Life VUL | $1,001 - $15,000 | SP | 2014 | ||
- Putnam Fidelity TR Co TTEE BFG IRA | $1,001 - $15,000 | SP | 2014 | ||
- Putnam MM Fund A | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Blackrock 529 College Advantage Plan OH | $1,001 - $15,000 | DC | 2014 | ||
- Blackrock 529 College Advantage Plan OH | $1,001 - $15,000 | DC | 2014 | ||
- DREY VIP APP Port | $1,001 - $15,000 | 2014 | |||
JPM JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- JP Morgan Chase Mutual Fund 564/Growth Advantage Fund | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- JP Morgan Chase Personal Checking Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2014 |
- JP Morgan Chase Super Savings Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2014 |
- Lehman BRAMT SHRT DUR | $1,001 - $15,000 | BD | 2014 | ||
- NW AmCent InvitMultCap | $1,001 - $15,000 | 2014 | |||
- Wells Fargo Checking Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2014 |
- Wells Fargo Savings Account | $1 - $1,000 | JT | $1 - $200 | Interest | 2014 |
- JP Morgan Chase IRA - Growth Income Tier I | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2013 |
- JP Morgan Chase Retirement Plan | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2013 |
- Putnam Growth & Income Fund | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2013 |
- JP Morgan Chase Investment Services Corp IRA - HPQ Stock | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2013 |
- Pacific Life VUL | $1,001 - $15,000 | SP | 2013 | ||
- Blackrock 529 College Advantage Plan OH | $1,001 - $15,000 | DC | 2013 | ||
- DREY VIF APP Port | $1,001 - $15,000 | 2013 | |||
- Fidelity VIP Equity Income Port | $1,001 - $15,000 | 2013 | |||
JPM JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
- JP Morgan Chase Bank Personal Checking Acct | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2013 |
- Blackrock 529 College Advantage Plan OH | $1,001 - $15,000 | DC | 2013 | ||
- JP Morgan Chase Super Savings Account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2013 |
- JP Morgan Mutual Fund 564/Growth Advantage Fund A | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
- Lehman BRAMT SHRT DUR BD1 | $1,001 - $15,000 | 2013 | |||
- NW AmCent InvitMultCap | $1,001 - $15,000 | 2013 | |||
- Oppenheimer Global SECS | $1,001 - $15,000 | 2013 | |||
- Pacific Life VUL | $1,001 - $15,000 | 2013 | |||
- Putnam Fidelity TR Co TTEE BFO IRA | $1,001 - $15,000 | 2013 | |||
- Putnam Fidelity TR Co TTEE BFO IRA | $1,001 - $15,000 | SP | 2013 | ||
- Putnam MM Fund A | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2013 |
- Putnam Small Cap Value Fund A | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2013 |
- State of Texas Retirement System | $1,001 - $15,000 | 2013 | |||
- Wells Fargo Checking | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2013 |
- Woodforest National Bank Savings - minor child | $1 - $1,000 | DC | $1 - $200 | Interest | 2013 |
- JP Morgan Chase IRA MMAT | $1 - $1,000 | SP | $1 - $200 | Interest | 2013 |
- Wells Fargo Savings | $1 - $1,000 | JT | 2013 | ||
- Woodforest National Bank Checking | $1 - $1,000 | JT | 2013 | ||
- Woodforest National Bank Savings - minor child | $1 - $1,000 | DC | $1 - $200 | Interest | 2013 |
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