—
Net Worth Est.
$11.93MTrade volume
$0Total trades
-----Last Traded
----Ownership Interest
$6M
Bank Accounts, Money Market Accounts and CDs
$3.46M
IRA (Held in Cash)
$1.5M
Other
$940.5K
Defined Benefit Pension
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![River Oaks Landing LLC [OL]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - River Oaks Landing LLC [OL]Ownership Interest | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Rent | 2023 | |
- ECM Home Health Services Inc. [OL]Ownership Interest | $1,000,001 - $5,000,000 | SP | S Corporation Income | 2023 | |
- Stifel Nicolaus & Company [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Interest | 2023 | |
- Capital Bank and Trust ⇒ Cash [IH]IRA (Held in Cash) | $500,001 - $1,000,000 | 2023 | |||
- Reliance Standard Life Insurance ⇒ Cash [IH]IRA (Held in Cash) | $500,001 - $1,000,000 | SP | 2023 | ||
- Prudential Annuity ⇒ AST Capital Growth Asset [OT]Other | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2023 |
- Prudential Annuity ⇒ AST Capital Growth Asset [OT]Other | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2023 | |
- Hancock Whitney Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2023 |
- PNC Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2023 |
- AXA Life Insurance ⇒ AXA Large Cap Growth Managed Volatiity [OT]Other | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2023 | |
- Trustmark Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2023 |
- AXA Life Insurance ⇒ AXA/AB Small Cap Growth [OT]Other | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2023 | |
- Community Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2023 |
- AXA Life Insurance ⇒ EQ/BlackRock Basic Value Equity [OT]Other | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends, Interest | 2023 | |
- RSA Alabama [DB]Defined Benefit Pension | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2023 | |
- AXA Life Insurance ⇒ AXA Moderate Allocation [OT]Other | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2023 | |
- Advance LLC [RP]Real Property | None | $1,000,001 - $5,000,000 | Capital Gains, Rent | 2023 | |
- Ascensus 401k ⇒ Goldman Sachs Balanced Strat C [OT]Other | None | SP | $100,001 - $1,000,000 | Capital Gains, Dividends, Interest | 2023 |
- Ascensus 401k ⇒ Goldman Sachs Growth & Inc Strat C [OT]Other | None | $100,001 - $1,000,000 | Capital Gains, Dividends, Interest | 2023 | |
- Ascensus 401k ⇒ Goldman Sachs Growth Strat C [OT]Other | None | SP | $100,001 - $1,000,000 | Capital Gains, Dividends, Interest | 2023 |
- Ascensus 401k ⇒ Goldman Sachs Growth Strat C [OT]Other | None | $100,001 - $1,000,000 | Capital Gains, Dividends, Interest | 2023 | |
- Butterfly & Cricket LLC [RP]Real Property | None | JT | $100,001 - $1,000,000 | Capital Gains | 2023 |
- Advance LLC [OL]Ownership Interest | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Interest, Rent | 2022 | |
- River Oaks Landing LLC [OL]Ownership Interest | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Rent | 2022 | |
- Butterfly & Cricket LLC [OL]Ownership Interest | $500,001 - $1,000,000 | JT | Partnership Income | 2022 | |
- ECM Home Health Services Inc. [OL]Ownership Interest | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | S Corporation Income | 2022 |
- Prudential Annuity ⇒ AST Capital Growth Asset [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2022 | |
- Prudential Annuity ⇒ AST Capital Growth Asset [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2022 |
- Ascensus 401k ⇒ Goldman Sachs Growth Strat C [MF]Mutual Funds | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2022 |
- Ascensus 401k ⇒ Goldman Sachs Growth & Inc Strat C [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2022 | |
- PNC Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2022 |
- Ascensus 401k ⇒ Goldman Sachs Balanced Strat C [MF]Mutual Funds | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2022 |
- Ascensus 401k ⇒ Goldman Sachs Growth Strat C [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2022 | |
- AXA Life Insurance ⇒ AXA/AB Small Cap Growth [MF]Mutual Funds | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2022 | |
- AXA Life Insurance ⇒ AXA Large Cap Growth Managed Volatility [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2022 | |
- Trustmark Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- AXA Life Insurance ⇒ EQ/BlackRock Basic Value Equity [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2022 | |
- Community Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2022 |
- RSA Alabama [DB]Defined Benefit Pension | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2022 | |
- AXA Life Insurance ⇒ AXA Moderate Allocation [MF]Mutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2022 | |
- Advance LLC [OL]Ownership Interest | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2021 | |
- River Oaks Landing LLC [OL]Ownership Interest | $1,000,001 - $5,000,000 | Rent | 2021 | ||
- Butterfly & Cricket LLC [OL]Ownership Interest | $500,001 - $1,000,000 | JT | Partnership Income | 2021 | |
- ECM Home Health Services Inc. [OL]Ownership Interest | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | S Corporation Income | 2021 |
- Ascensus 401k ⇒ Goldman Sachs Growth Strat C [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2021 |
- Ascensus 401k ⇒ Goldman Sachs Growth & Inc Strat C [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2021 | |
- Prudential Annuity ⇒ AST Capital Growth Asset [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2021 | |
- Prudential Annuity ⇒ AST Capital Growth Asset [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2021 |
- Ascensus 401k ⇒ Goldman Sachs Growth Strat C [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2021 | |
- Ascensus 401k ⇒ Goldman Sachs Balanced Strat C [MF]Mutual Funds | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2021 |
- PNC Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2021 |
- AXA Life Insurance ⇒ AXA Large Cap Growth Managed Volatility [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2021 | |
- AXA Life Insurance ⇒ AXA/AB Small Cap Growth [MF]Mutual Funds | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2021 | |
- AXA Life Insurance ⇒ EQ/BlackRock Basic Value Equity [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2021 | |
- Community Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2021 |
- Trustmark Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- RSA Alabama [DB]Defined Benefit Pension | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2021 | |
- AXA Life Insurance ⇒ AXA Moderate Allocation [MF]Mutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2021 | |
- Prudential Annuity ⇒ AST Capital Growth Asset [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends, Interest | 2021 |
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