—
Net Worth Est.
$734.01KTrade volume
$0Total trades
-----Last Traded
----Bank Deposit
$375K
Mutual Funds Exchange Traded Fund/Note
$223K
Mutual Funds Mutual Fund
$128.01K
Corporate Securities Stock
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - MidFirst Bank | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Interest, | 2024 |
IVV IVV- iShares Core S&P 500 | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, | 2024 |
IVV IVV- iShares Core S&P 500 | $50,001 - $100,000 | Joint | $201 - $1,000 | Dividends, | 2024 |
SCHF SCHF- Schwab Intl Equity ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2024 |
IVV IVV- iShares Core S&P 500 | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
VWO VWO- FTSE EM ETF Vanguard | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
NFFFX NFFFX- New World Fund Inc. Class F-2 Shs | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- FMIYX | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- GICIX | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
IJR IJR- S&P Smallcap Ishares Core ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
VLUE VLUE- USA Value Factor Ishares Edge MSCI ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
CSDIX CSDIX- Cohen & Steers Real Estate Securities Fund Inc. | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
PCLPX PCLPX- Pimco Commoditiesplus Strategy Fund Class I-2 | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- IAU | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- IJH | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- EZU | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- Conservative Managed Allocation Ages 18+ | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
OAYLX OAYLX- Oakmark Select Fund Advisor Class | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- PFPMX | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
IVV IVV- iShares Core S&P 500 | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
DVN DVN- Devon Energy Corporation Common Stock | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2024 |
PECO PECO- Phillips Edison & Company, Inc. - Common Stock | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
- BCSSX | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- Personal IRA | Self | 2024 | |||
- Cindy IRA | Spouse | 2024 | |||
- James and Cindy Mutual Fund | Joint | 2024 | |||
- Cindy ROTH IRA | Spouse | 2024 | |||
- Daugher 529 Account | Joint | 2024 | |||
- MidFirst Bank | $250,001 - $500,000 | Joint | $1,001 - $2,500 | Interest, | 2023 |
CDDRX CDDRX- Columbia Dividend Income Fund Class I2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
FBGRX FBGRX- Fidelity Blue Chip Growth Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
FIQSX FIQSX- Fidelity Advisor Floating Rate High Income Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
CDDRX CDDRX- Columbia Dividend Income Fund Class I2 | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
MET MET- MetLife, Inc. Common Stock | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
PECO PECO- Phillips Edison & Company, Inc. - Common Stock | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
DVN DVN- Devon Energy Corporation Common Stock | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
FZAFX FZAFX- Fidelity Advisor Equity Growth Fd Cl Z | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
FIQSX FIQSX- Fidelity Advisor Floating Rate High Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FBGRX FBGRX- Fidelity Blue Chip Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
CDDRX CDDRX- Columbia Dividend Income Fund Class I2 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FSSAX FSSAX- Franklin Small Cap Growth Fd Advisor Cl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FIKNX FIKNX- Fidelity Advisor Small Cap Value Fund Class Z | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FIQSX FIQSX- Fidelity Advisor Floating Rate High Income Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Conservative Managed Allocation Ages 18+ | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
SEKIX SEKIX- Dws Emerging Markets Equity Fund - Class Institu | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
FSSAX FSSAX- Franklin Small Cap Growth Fd Advisor Cl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
FEMKX FEMKX- Fidelity Emerging Markets Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
FIKNX FIKNX- Fidelity Advisor Small Cap Value Fund Class Z | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
FEMKX FEMKX- Fidelity Emerging Markets Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FIKNX FIKNX- Fidelity Advisor Small Cap Value Fund Class Z | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
CDDRX CDDRX- Columbia Dividend Income Fund Class I2 | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
SEKIX SEKIX- Dws Emerging Markets Equity Fund - Class Institu | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FSSZX FSSZX- Fidelity Stock Selector Small Cap Fund Class Z | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
FBGRX FBGRX- Fidelity Blue Chip Growth Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- FEMKX-Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
FEMKX FEMKX- Fidelity Emerging Markets Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
SEKIX SEKIX- Dws Emerging Markets Equity Fund - Class Institu | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
SEKIX SEKIX- Dws Emerging Markets Equity Fund - Class Institu | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FSSAX FSSAX- Franklin Small Cap Growth Fd Advisor Cl | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FIQSX FIQSX- Fidelity Advisor Floating Rate High Income Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FIKNX FIKNX- Fidelity Advisor Small Cap Value Fund Class Z | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Cindy ROTH IRA | Spouse | 2023 | |||
- Personal IRA | Self | 2023 | |||
- Daugher 529 Account | Joint | 2023 | |||
- Inheritance Fund | Unascertainable | Self | $15,001 - $50,000 | Excepted Investment Fund, | 2023 |
- Cindy IRA | Spouse | 2023 | |||
- James and Cindy Mutual Fund | Joint | 2023 | |||
- MidFirst Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2022 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FBGRX FBGRX- Fidelity Blue Chip Growth Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
CDDRX CDDRX- Columbia Dividend Income Fund Class I2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FLPSX FLPSX- Fidelity Low-Priced Stock Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FEMKX FEMKX- Fidelity Emerging Markets Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FBGRX FBGRX- Fidelity Blue Chip Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
CDDRX CDDRX- Columbia Dividend Income Fund Class I2 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSSAX FSSAX- Franklin Small Cap Growth Fd Advisor Cl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SEKIX SEKIX- Dws Emerging Markets Equity Fund - Class Institu | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSSAX FSSAX- Franklin Small Cap Growth Fd Advisor Cl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
CLMVX CLMVX- Columbia Mortgage Opportunities Fund Class I2 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
PHYZX PHYZX- PGIM High Yield Fund Class Z | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
DVN DVN- Devon Energy Corporation Common Stock | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2022 |
- Conservative Managed Allocation Ages 18+ | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
SGHSX SGHSX- DWS Global High Income Fund - Class S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FBGRX FBGRX- Fidelity Blue Chip Growth Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
CDDRX CDDRX- Columbia Dividend Income Fund Class I2 | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSSAX FSSAX- Franklin Small Cap Growth Fd Advisor Cl | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SGHSX SGHSX- DWS Global High Income Fund - Class S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
- FEMKX-Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
SEKIX SEKIX- Dws Emerging Markets Equity Fund - Class Institu | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
CLMVX CLMVX- Columbia Mortgage Opportunities Fund Class I2 | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
PHYZX PHYZX- PGIM High Yield Fund Class Z | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FEMKX FEMKX- Fidelity Emerging Markets Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SEKIX SEKIX- Dws Emerging Markets Equity Fund - Class Institu | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
CLMVX CLMVX- Columbia Mortgage Opportunities Fund Class I2 | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SGHSX SGHSX- Dws Global High Income Fund - Class S | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PHYZX PHYZX- PGIM High Yield Fund Class Z | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
CDDRX CDDRX- Columbia Dividend Income Fund Class I2 | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SEKIX SEKIX- Dws Emerging Markets Equity Fund - Class Institu | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSSAX FSSAX- Franklin Small Cap Growth Fd Advisor Cl | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
CLMVX CLMVX- Columbia Mortgage Opportunities Fund Class I2 | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PHYZX PHYZX- PGIM High Yield Fund Class Z | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FLPSX FLPSX- Fidelity Low-Priced Stock Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SGHSX SGHSX- DWS Global High Income Fund - Class S | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FEMKX FEMKX- Fidelity Emerging Markets Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FBGRX FBGRX- Fidelity Blue Chip Growth Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- James and Cindy Mutual Fund | Joint | 2022 | |||
- Cindy IRA | Spouse | 2022 | |||
- Cindy ROTH IRA | Spouse | 2022 | |||
- Daugher 529 Account | Joint | 2022 | |||
- Personal IRA | Self | 2022 | |||
- MidFirst Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2021 |
STSGX STSGX- American Beacon Stephens Small Cap Growth Fund Inv | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
KDHIX KDHIX- DWS CROCI Equity Dividend Fund - Class Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FLPSX FLPSX- Fidelity Low-Priced Stock Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
OOSAX OOSAX- Invesco Oppenheimer Senior Floating Rate Fund Clas | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FIQIX FIQIX- Fidelity Advisor International Small Cap Fund Clas | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
AEMGX AEMGX- Acadian Emerging Markets Portfolio Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Conservative Managed Allocation Ages 18+ | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
SGHSX SGHSX- DWS Global High Income Fund - Class S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
SPHIX SPHIX- Fidelity High Income Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
STSGX STSGX- American Beacon Stephens Small Cap Growth Fund Inv | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
FZANX FZANX- Fidelity Advisor New Insights Fund Class Z | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
KDHIX KDHIX- DWS CROCI Equity Dividend Fund - Class Inst | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
FZANX FZANX- Fidelity Advisor New Insights Fund Class Z | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
KDHIX KDHIX- DWS CROCI Equity Dividend Fund - Class Inst | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
KDHIX KDHIX- DWS CROCI Equity Dividend Fund - Class Inst | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
GERAX GERAX- Goldman Sachs Emerging Markets Equity Insights Fun | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SPHIX SPHIX- Fidelity High Income Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
OOSAX OOSAX- Invesco Senior Floating Rate Fund Class A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FIQIX FIQIX- Fidelity Advisor International Small Cap Fund Clas | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SGHSX SGHSX- DWS Global High Income Fund - Class S | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FLPSX FLPSX- Fidelity Low-Priced Stock Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
OOSAX OOSAX- Invesco Oppenheimer Senior Floating Rate Fund Clas | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
FIQIX FIQIX- Fidelity Advisor International Small Cap Fund Clas | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
STSGX STSGX- American Beacon Stephens Small Cap Growth Fund Inv | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FZANX FZANX- Fidelity Advisor New Insights Fund Class Z | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FZANX FZANX- Fidelity Advisor New Insights Fund Class Z | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FIQIX FIQIX- Fidelity Advisor International Small Cap Fund Clas | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SGHSX SGHSX- DWS Global High Income Fund - Class S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
- FEMKX-Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- Daugher 529 Account | Joint | 2021 | |||
- Cindy IRA | Spouse | 2021 | |||
- Personal IRA | Self | 2021 | |||
- Cindy ROTH IRA | Spouse | 2021 | |||
- James and Cindy Mutual Fund | Joint | 2021 | |||
- MidFirst Bank | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2020 |
- Conservative Managed Allocation Ages 18+ | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
KDHIX KDHIX- DWS CROCI Equity Dividend Fund - Class Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FZANX FZANX- Fidelity Advisor New Insights Fund Class Z | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
KDHIX KDHIX- DWS CROCI Equity Dividend Fund - Class Inst | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
AEMGX AEMGX- Acadian Emerging Markets Portfolio Investor Class | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
STSGX STSGX- American Beacon Stephens Small Cap Growth Fund Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SGHSX SGHSX- DWS Global High Income Fund - Class S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FZANX FZANX- Fidelity Advisor New Insights Fund Class Z | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPHIX SPHIX- Fidelity High Income Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FLPSX FLPSX- Fidelity Low-Priced Stock Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
CMNIX CMNIX- Calamos Market Neutral Income Fund Institutional C | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
OOSAX OOSAX- Invesco Oppenheimer Senior Floating Rate Fund Clas | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FZAHX FZAHX- Fidelity Advisor Growth Opportunities Fund Class Z | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
KDHIX KDHIX- DWS CROCI Equity Dividend Fund - Class Inst | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
FZANX FZANX- Fidelity Advisor New Insights Fund Class Z | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FIQIX FIQIX- Fidelity Advisor International Small Cap Fund Clas | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
STSGX STSGX- American Beacon Stephens Small Cap Growth Fund Inv | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
SGHSX SGHSX- DWS Global High Income Fund - Class S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- FEMKX-Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
OOSAX OOSAX- Invesco Oppenheimer Senior Floating Rate Fund Clas | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
FIQIX FIQIX- Fidelity Advisor International Small Cap Fund Clas | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
FIDZX FIDZX- Fidelity Advisor International Capital Appreciatio | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FIQIX FIQIX- Fidelity Advisor International Small Cap Fund Clas | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Daugher 529 Account | Joint | 2020 | |||
- Personal IRA | Self | 2020 | |||
- James and Cindy Mutual Fund | Joint | 2020 | |||
- Cindy IRA | Spouse | 2020 | |||
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- MidFirst Bank | $15,001 - $50,000 | Joint | $201 - $1,000 | Interest, | 2019 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Conservative Managed Allocation Ages 18+ | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- OOSAX-Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Fidelity advisor international small cap | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
OAKIX OAKIX- Oakmark International Investor | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Calamos Market Neutral Income CL I | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FEMKX-Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
FIXIX FIXIX- Fidelity Advisor Intl Small Cap I | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
OAKIX OAKIX- Oakmark International Investor | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Calamos Market Neutral Income CL I | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
FIXIX FIXIX- Fidelity Advisor Intl Small Cap I | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
OAKIX OAKIX- Oakmark International Investor | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Calamos Market Neutral Income CL I | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- James and Cindy Mutual Fund | Joint | 2019 | |||
- Personal IRA | Self | 2019 | |||
- Cindy IRA | Spouse | 2019 | |||
- Daugher 529 Account | Joint | 2019 | |||
- Conservative Managed Allocation Age 14-17 | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Conservative Managed Allocation Age 14-17 | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Conservative Managed Allocation Age 18+ | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Conservative Managed Allocation Age 14-17 | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Conservative Managed Allocation Age 18+ | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- OOSAX-Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity advisor international small cap | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CPNAX-Invesco All Cap Market Neutral A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- MKNAX-Invesco Global Market Neutral A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
OAKIX OAKIX- Oakmark International Investor | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
CPNAX CPNAX- Invesco All Cap Market Neutral A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
MKNAX MKNAX- Invesco Global Market Neutral A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Conservative Managed Allocation Age 18+ | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- OOSAX-Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity advisor international small cap | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CPNAX-Invesco All Cap Market Neutral A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- MKNAX-Invesco Global Market Neutral A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
OAKIX OAKIX- Oakmark International Investor | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
CPNAX CPNAX- Invesco All Cap Market Neutral A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
FEMKX FEMKX- Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
CPNAX CPNAX- Invesco All Cap Market Neutral A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
MKNAX MKNAX- Invesco Global Market Neutral A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
FIXIX FIXIX- Fidelity Advisor Intl Small Cap I | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
CPNAX CPNAX- Invesco All Cap Market Neutral A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
MKNAX MKNAX- Invesco Global Market Neutral A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
OAKIX OAKIX- Oakmark International Investor | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FEMKX-Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
FIXIX FIXIX- Fidelity Advisor Intl Small Cap I | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
CPNAX CPNAX- Invesco All Cap Market Neutral A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
MKNAX MKNAX- Invesco Global Market Neutral A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
OAKIX OAKIX- Oakmark International Investor | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FEMKX-Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
MKNAX MKNAX- Invesco Global Market Neutral A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- James and Cindy Mutual Fund | Joint | 2018 | |||
- Daugher 529 Account | Joint | 2018 | |||
- Daughter 2 529 Account | Joint | 2018 | |||
- Personal IRA | Self | 2018 | |||
- James and Cindy Mutual Fund | Joint | 2018 | |||
- Daughter 2 529 Account | Joint | 2018 | |||
- Cindy IRA | Spouse | 2018 | |||
- Personal IRA | Self | 2018 | |||
- James and Cindy Mutual Fund | Joint | 2018 | |||
- Cindy IRA | Spouse | 2018 | |||
- Daugher 529 Account | Joint | 2018 | |||
- Daugher 529 Account | Joint | 2018 | |||
- Daughter 2 529 Account | Joint | 2018 | |||
- Personal IRA | Self | 2018 | |||
- Cindy IRA | Spouse | 2018 | |||
- Conservative Managed Allocation Age 14-17 | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Conservative Managed Allocation Age 18+ | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Conservative Managed Allocation Age 18+ | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Conservative Managed Allocation Age 14-17 | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | $5,001 - $15,000 | Excepted Investment Fund, | 2017 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | $5,001 - $15,000 | Excepted Investment Fund, | 2017 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | $5,001 - $15,000 | Excepted Investment Fund, | 2017 |
- Conservative Managed Allocation Age 18+ | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- Conservative Managed Allocation Age 14-17 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Ultra Short Duration FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Unconstrained Income Fund S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Ultra Short Duration FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Unconstrained Income Fund S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- Deutsche Ultra Short Duration FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Unconstrained Income Fund S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity High Income | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2017 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2017 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FEMKX FEMKX- Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FEMKX FEMKX- Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2017 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FEMKX FEMKX- Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- James and Cindy Mutual Fund | Joint | 2017 | |||
- Daughter 2 529 Account | Joint | 2017 | |||
- Personal IRA | Self | 2017 | |||
- Daugher 529 Account | Joint | 2017 | |||
- Personal IRA | Self | 2017 | |||
- Daugher 529 Account | Joint | 2017 | |||
- Cindy IRA | Spouse | 2017 | |||
- Personal IRA | Self | 2017 | |||
- James and Cindy Mutual Fund | Joint | 2017 | |||
- Cindy IRA | Spouse | 2017 | |||
- Daughter 2 529 Account | Joint | 2017 | |||
- Daugher 529 Account | Joint | 2017 | |||
- James and Cindy Mutual Fund | Joint | 2017 | |||
- Daughter 2 529 Account | Joint | 2017 | |||
- Cindy IRA | Spouse | 2017 | |||
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Conservative Managed Allocation Age 14-17 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- Conservative Managed Allocation Age 14-17 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Conservative Managed Allocation Age 18+ | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Conservative Managed Allocation Age 18+ | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Deutsche Ultra Short Duration FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Deutsche Unconstrained Income Fund S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Deutsche Ultra Short Duration FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Deutsche Unconstrained Income Fund S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FEMKX FEMKX- Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FEMKX FEMKX- Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Daugher 529 Account | Joint | 2016 | |||
- Daughter 2 529 Account | Joint | 2016 | |||
- Daughter 2 529 Account | Joint | 2016 | |||
- Personal IRA | Self | 2016 | |||
- James and Cindy Mutual Fund | Joint | 2016 | |||
- Cindy IRA | Spouse | 2016 | |||
- Cindy IRA | Spouse | 2016 | |||
- Personal IRA | Self | 2016 | |||
- Daugher 529 Account | Joint | 2016 | |||
- James and Cindy Mutual Fund | Joint | 2016 | |||
- Aggressive Managed Allocation Age 15-17 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- Fidelity Advisor New Insights CL I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Capital Apprecitation | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Invesco Comstock Fund CL A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Aggressive Managed Allocation Age 12-14 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- MidFirst Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2015 |
- American Beacon Stephens Small Cap Growth Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Deutsche Global High Income FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Deutsche Unconstrained Income Fund S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity High Income | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Low Priced Stock | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Deutsche Ultra Short Duration FD S | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
FDCAX FDCAX- Fidelity Capital Appreciation (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
FINSX FINSX- Fidelity Advisor New Insights I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Acadian Emerging Markets Port Instl | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
ACSTX ACSTX- Invesco Comstock A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
AEMGX AEMGX- Acadian Emerging Markets Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
SPWCX SPWCX- American Beacon Stephens Sm Cp Gr C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Deutsche Global High Income FD S | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
FEMKX FEMKX- Fidelity Emerging Markets (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
SDUSX SDUSX- Deutsche Ultra-Short Duration S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Oppenheimer Senior Floating Rate CL A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
FSRRX FSRRX- Fidelity Strategic Real Return (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
FLPSX FLPSX- Fidelity Low-Priced Stock (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
STSGX STSGX- American Beacon Stephens Sm Cp Gr Inv (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
KSTSX KSTSX- Deutsche Unconstrained Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
SGHSX SGHSX- Deutsche Global High Income S (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
OOSAX OOSAX- Oppenheimer Senior Floating Rate A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
SPHIX SPHIX- Fidelity High Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Daughter 2 529 Account | Joint | 2015 | |||
- Daugher 529 Account | Joint | 2015 | |||
- James and Cindy Mutual Fund | Joint | 2015 | |||
- Cindy IRA | Spouse | 2015 | |||
- Personal IRA | Self | 2015 | |||
- James Lankford IRa ⇒ James IRa | $100,001 - $250,000 | $5,001 - $15,000 | Tax-Deferred | 2013 | |
- Jordan Lankford 529 ⇒ TIaa CREF Jordan Lankford | $15,001 - $50,000 | 2013 | |||
- MidFirst Bank accounts | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
- Cindy Lankford IRa ⇒ Cindy IRa | $1,001 - $15,000 | $201 - $1,000 | Tax-Deferred | 2013 | |
- Hannah Lankford 529 ⇒ TIaa CREF Hannah Lankford 529 | $1,001 - $15,000 | 2013 | |||
- James and Cindy Mutual Fund ⇒ Joint WROS - James and Cindy Mutual Fund Dividends | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2013 |
Subscribe for Real-time updates, search & complete access