—
Net Worth Est.
$1.04MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$640.51K
Bank Deposit
$390.5K
Corporate Securities Non-Public Stock
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
ANWPX ANWPX- American Funds New Perspective Fund Class A | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2024 |
 - M Financial Group | $100,001 - $250,000 | Self | $5,001 - $15,000 | Interest, | 2024 |
- Balanced Asset Allocation Diversified Growth | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2024 |
- Pinnacle Bank | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2024 |
- JNL/Newton Eq Inc | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Balanced Asset Allocation Diversified Inc. | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
ABALX ABALX- American Funds American Balanced Fund Class A | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- JNL/American Growth | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- JNL/MC Nasdaq 100 Index | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- Blackrock Global Tactical Strategies Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- JP Morgan Global Active Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- Schroeders Global Multi-Asset Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- JNL/T. Rowe Price Est Gr | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- First Horizon | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2024 |
- JNL/JPMorgan MidCapGrowth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
CLBAX CLBAX- American Balanced Fund Class 529-A Shares | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- The Investment Company of America-529A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- JNL/MC Dow Index | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- JNL/MC Hlthcare Sector | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- JNL/T.RowePriceCapAp | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- JNL/MC Info Tech Sector | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
CCFAX CCFAX- American Funds College Fund 2036 Class 529-A | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2024 |
- American Funds Brokerage Account | Self | 2024 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2024 | |||
- MetLife IRA | Spouse | 2024 | |||
- State of Tennessee Pension | Unascertainable | Self | Other $5,138.46 | Other, (Annual Pension Payment) | 2024 |
- 529 Account | Self | 2024 | |||
- 529 Account | Self | 2024 | |||
- Persepctive II Variable and Fixed Annuity | Self | 2024 | |||
- Principal Investment Plus Variable Annuity | Self | 2024 | |||
- Pinnacle Bank | $250,001 - $500,000 | Self | None (or less than $201) | None, | 2023 |
- Pinnacle Bank | $250,001 - $500,000 | Self | None (or less than $201) | None, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2023 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2023 |
- Pinnacle Bank | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2023 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2023 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2023 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | Other $2,410.00 | Other, (IRA Distribution - Normal Distribution) | 2023 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2023 |
- Balanced Asset Allocation Diversified Growth | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | $5,001 - $15,000Other $7,500.00 | Other, (IRA Distribution - Normal Distribution) | 2023 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- Balanced Asset Allocation Diversified Growth | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Pinnacle Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Pinnacle Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- Balanced Asset Allocation Diversified Inc. | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
CLBAX CLBAX- American Balanced Fund Class 529-A Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | Other $12,500.00 | Other, (IRA Distribution) | 2023 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
ABALX ABALX- American Funds American Balanced Fund Class A | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- First Tennessee | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2023 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
CCFAX CCFAX- American Funds College Fund 2036 Class 529-A | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- First Tennessee | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
CLBAX CLBAX- American Balanced Fund Class 529-A Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
CNPAX CNPAX- New Perspective Fund Class 529-A Shares | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
CICAX CICAX- The Investment Company of America Class 529-A S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
CLBAX CLBAX- American Balanced Fund Class 529-A Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
CNPAX CNPAX- New Perspective Fund Class 529-A Shares | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
CICAX CICAX- The Investment Company of America Class 529-A S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- First Tennessee | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
CNPAX CNPAX- New Perspective Fund Class 529-A Shares | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
CICAX CICAX- The Investment Company of America Class 529-A S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
CNPAX CNPAX- New Perspective Fund Class 529-A Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
CLBAX CLBAX- American Balanced Fund Class 529-A Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
CNPAX CNPAX- New Perspective Fund Class 529-A Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Blackrock Global Tactical Strategies Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- JP Morgan Global Active Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Schroeders Global Multi-Asset Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- First Horizon | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Blackrock Global Tactical Strategies Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- JP Morgan Global Active Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Schroeders Global Multi-Asset Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- First Horizon | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2023 |
CLBAX CLBAX- American Balanced Fund Class 529-A Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
CNPAX CNPAX- New Perspective Fund Class 529-A Shares | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- Principal Investment Plus Variable Annuity | Self | 2023 | |||
- American Funds Brokerage Account | Self | 2023 | |||
- Principal Investment Plus Variable Annuity | Self | 2023 | |||
- Principal Investment Plus Variable Annuity | Self | 2023 | |||
- Principal Investment Plus Variable Annuity | Self | 2023 | |||
- MetLife IRA | Spouse | 2023 | |||
- American Funds Brokerage Account | Self | 2023 | |||
- MetLife IRA | Spouse | 2023 | |||
- 529 Account | Self | 2023 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2023 | |||
- Principal Investment Plus Variable Annuity | Self | 2023 | |||
- MetLife IRA | Spouse | 2023 | |||
- MetLife IRA | Spouse | 2023 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2023 | |||
- 529 Account | Self | 2023 | |||
- 529 Account | Self | 2023 | |||
- State of Tennessee Pension | Unascertainable | Self | Other $4,740.00 | Other, (Annual Pension Payment) | 2023 |
- 529 Account | Self | 2023 | |||
- American Funds Brokerage Account | Self | 2023 | |||
- MetLife IRA | Spouse | 2023 | |||
- State of Tennessee Pension | Unascertainable | Self | Other $5,138.46 | Other, (Annual Pension Payment) | 2023 |
- 529 Account | Self | 2023 | |||
- 529 Account | Self | 2023 | |||
- American Funds Brokerage Account | Self | 2023 | |||
- State of Tennessee Pension | Unascertainable | Self | Other $5,138.46 | Other, (Annual Pension Payment) | 2023 |
- State of Tennessee Pension | Unascertainable | Self | Other $4,834.80 | Other, (Annual Pension Payment) | 2023 |
- State of Tennessee Pension | Unascertainable | Self | Other $5,028.00 | Other, (Annual Pension Payment) | 2023 |
- 529 Account | Self | 2023 | |||
- 529 Account | Self | 2023 | |||
- American Funds Brokerage Account | Self | 2023 | |||
- MetLife IRA | Spouse | 2023 | |||
- 529 Account | Self | 2023 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2023 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2023 | |||
- American Funds Brokerage Account | Self | 2023 | |||
- Principal Investment Plus Variable Annuity | Self | 2023 | |||
- State of Tennessee Pension | Unascertainable | Self | Other $4,936.44 | Other, (Annual Pension Payment) | 2023 |
- 529 Account | Self | 2023 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2023 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2023 | |||
- Balanced Asset Allocation Diversified Inc. | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2022 |
- Pinnacle Bank | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | $5,001 - $15,000Other $7,500.00 | Other, (IRA Distribution - Normal Distribution) | 2022 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
ABALX ABALX- American Funds American Balanced Fund Class A | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | Other $12,500.00 | Other, (IRA Distribution) | 2022 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- First Tennessee | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2022 |
- MetLife IRA | Spouse | 2022 | |||
- American Funds Brokerage Account | Self | 2022 | |||
- Principal Investment Plus Variable Annuity | Self | 2022 | |||
- State of Tennessee Pension | Unascertainable | Self | Other $5,028.00 | Other, (Annual Pension Payment) | 2022 |
- Principal Investment Plus Variable Annuity | Spouse | 2022 | |||
ANWPX ANWPX- American Funds New Perspective Fund Class A | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2021 |
- Balanced Asset Allocation Diversified Inc. | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2021 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2021 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | Other $2,410.00 | Other, (IRA Distribution - Normal Distribution) | 2021 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2021 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2021 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- Pinnacle Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- Pinnacle Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
- First Tennessee | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- First Tennessee | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2021 |
- State of Tennessee Pension | Unascertainable | Self | Other $4,834.80 | Other, (Annual Pension Payment) | 2021 |
- State of Tennessee Pension | Unascertainable | Self | Other $4,936.44 | Other, (Annual Pension Payment) | 2021 |
- American Funds Brokerage Account | Self | 2021 | |||
- MetLife IRA | Spouse | 2021 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2021 | |||
- Principal Investment Plus Variable Annuity | Spouse | 2021 | |||
- Principal Investment Plus Variable Annuity | Self | 2021 | |||
- MetLife IRA | Spouse | 2021 | |||
- Principal Investment Plus Variable Annuity | Self | 2021 | |||
- American Funds Brokerage Account | Self | 2021 | |||
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2020 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2020 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
- Pinnacle Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2020 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2020 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- First Tennessee | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- Principal Investment Plus Variable Annuity | Spouse | 2020 | |||
- American Funds Brokerage Account | Self | 2020 | |||
- MetLife IRA | Spouse | 2020 | |||
- Principal Investment Plus Variable Annuity | Self | 2020 | |||
- State of Tennessee Pension | Unascertainable | Self | Other $4,834.80 | Other, (Annual Pension Payment) | 2020 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2019 |
ANWPX ANWPX- American Funds New Perspective Fund Class A | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2019 |
- Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2019 |
- Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2019 |
- First Tennessee | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2019 |
- Payflex Systems USA INC | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- Blackrock Global Tactical Strategies Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2019 |
- JP Morgan Global Active Allocation Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2019 |
AIVSX AIVSX- American Funds Investment Company of America Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2019 |
- BHLife Balanced Plus Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- First Tennessee | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- Strategic Sales Tactics Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
ABALX ABALX- American Funds American Balanced Fund Class A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2019 |
- Principal Investment Plus Variable Annuity | Self | 2019 | |||
- American Funds Brokerage Account | Self | 2019 | |||
- MetLife IRA | Spouse | 2019 | |||
- State of Tennessee Pension | Unascertainable | Self | Other $4,740.00 | Other, (Annual Pension Payment) | 2019 |
- Principal Investment Plus Variable Annuity | Spouse | 2019 | |||
- American Funds IRA ⇒ New Perspective Fund [MF]Mutual Funds | $50,001 - $100,000 | 2017 | |||
- Principal Annuity IRA ⇒ Balanced Asset Allocation Diversified Inc. [AB]Asset-Backed Securities | $50,001 - $100,000 | 2017 | |||
- Principal Annuity IRA ⇒ Balanced Asset Allocation Diversified Inc. [AB]Asset-Backed Securities | $50,001 - $100,000 | SP | 2017 | ||
- Strategic Sales Tactics, Inc, 100% Interest [OL]Ownership Interest | $15,001 - $50,000 | SP | 2017 | ||
- Capital Bank, Nashville, TN [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- Capital Bank, Nashville, TN [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2017 |
- MetLife IRA ⇒ Blackrock Global Tactical Strartegies Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | 2017 | ||
- MetLife IRA ⇒ JP Morgan Active Allocation Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | 2017 | ||
- MetLife IRA ⇒ Schroeders Global Multi-Asset Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | 2017 | ||
- MetLife IRA ⇒ Bernstein Global Dynamic Allocation Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
- American Funds IRA ⇒ Investment Company of America [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- MetLife IRA ⇒ MetLife Balanced Plus Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
- MetLife IRA ⇒ Invesco Balanced Risk Allocation Formula [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
- American Funds IRA ⇒ American Balanced Fund CI-A [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- State of Tennessee Legislator's Pension [PE]Pensions | Undetermined | 2017 | |||
- Principal Annuity IRA ⇒ Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | SP | 2016 | ||
- Principal Annuity IRA ⇒ Balanced Asset Allocation Diversified Inc. | $50,001 - $100,000 | 2016 | |||
- MetLife IRA ⇒ Blackrock Global Tactical Strartegies Portfolio | $15,001 - $50,000 | SP | 2016 | ||
- MetLife IRA ⇒ Schroeders Global Multi-Asset Portfolio | $15,001 - $50,000 | SP | 2016 | ||
- MetLife IRA ⇒ JP Morgan Active Allocation Portfolio | $15,001 - $50,000 | SP | 2016 | ||
- American Funds IRA ⇒ New Perspective Fund | $15,001 - $50,000 | 2016 | |||
- American Funds IRA ⇒ American Balanced Fund CI-A | $1,001 - $15,000 | 2016 | |||
- MetLife IRA ⇒ MetLife Balanced Plus Portfolio | $1,001 - $15,000 | SP | 2016 | ||
- MetLife IRA ⇒ Invesco Balanced Risk Allocation Formula | $1,001 - $15,000 | SP | 2016 | ||
- American Funds IRA ⇒ Investment Company of America | $1,001 - $15,000 | 2016 | |||
- Strategic Sales Tactics, Inc, 100% Interest | $1,001 - $15,000 | SP | 2016 | ||
- Capital Bank, Nashville, | $1,001 - $15,000 | TN | $1 - $200 | Interest | 2016 |
- Capital Bank, Nashville, TN | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2016 |
- MetLife IRA ⇒ Bernstein Global Dynamic Allocation Portfolio | $1,001 - $15,000 | SP | 2016 |
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