—
Net Worth Est.
$3.98MTrade volume
$0Total trades
-----Last Traded
----Real Estate Unimproved Land
$3.38M
Mutual Funds Mutual Fund
$364.52K
Bank Deposit
$240K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Real Property | $1,000,001 - $5,000,000 | Self | None (or less than $201) | None, | 2018 |
- Real Property | $250,001 - $500,000 | Self | None (or less than $201) | None, | 2018 |
- Regions Bank | $100,001 - $250,000 | Self | $201 - $1,000 | Dividends, Interest, | 2018 |
- VBTLX-Vanguard Total Bond Market Index Adm | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- JOHIX-JOHCM International Select I | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Excepted Investment Fund, | 2018 |
- Regions Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, Interest, | 2018 |
- Regions Bank | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Interest, | 2018 |
- VYM-Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Excepted Investment Fund, | 2018 |
- DBLTX-DoubleLine Total Return Bond I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- TGCFX-TCW Core Fixed Income I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- LCMAX-Driehaus Active Income | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- PHYZX-Prudential High-Yield Z | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- TGBAX-Templeton Global Bond Adv | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- VIMAX-Vanguard Mid Cap Index Admiral | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- VSMAX-Vanguard Small Cap Index Adm | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- BEXIX-Baron Emerging Markets Institutional | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- AQMIX-AQR Managed Futures Strategy I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- MBDIX-MFS Corporate Bond I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- AIEVX-Invesco International Growth R5 (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- GTSCX-Glenmede Small Cap Equity Instl (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- SDRIX-Swan Defined Risk I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- PCBIX-Principal MidCap Institutional (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- VFIAX-Vanguard 500 Index Admiral (NASDAQ) | $1,001 - $15,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- LCMAX-Driehaus Active Income (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- FBNDX-Fidelity Investment Grade Bond (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Excepted Investment Fund, | 2018 |
- TGCFX-TCW Core Fixed-Income I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- VBTLX-Vanguard Total Bond Market Index Adm (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- AQMIX - AQR Managed Futures Strategy I | $1,001 - $15,000 | Self | None (or less than $201) | None, Excepted Investment Fund, | 2018 |
- WMCJX-William Blair Macro Allocation Instl | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- BEXIX-Baron Emerging Markets Institutional | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- CMNIX - Calamos Market Neutral Income I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- PHYZX-Prudential High-Yield Z | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- JOHIX-JOHCM International Select I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- BEXIX-Baron Emerging Markets Institutional | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- SDRIX-Swan Defined Risk I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- VTSAX-Vanguard Total Stock Mkt Idx Adm | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- DBLTX-DoubleLine Total Return Bond I | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Excepted Investment Fund, | 2018 |
- LLDYX-Lord Abbett Short Duration Income I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- SDRIX-Swan Defined Risk I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- IDV-iShares International Select Div ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- VYM-Vanguard High Dividend Yield ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- FDSAX-AIG Focused Dividend Strategy A | None (or less than $1,001) | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- FDSAX-AIG Focused Dividend Strategy A | None (or less than $1,001) | Self | $1,001 - $2,500 | Dividends, Capital Gains, Excepted Investment Fund, | 2018 |
- TGBAX-Templeton Global Bond Adv (NASDAQ) | None (or less than $1,001) | Self | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- Regions Bank IRA Account | Self | 2018 | |||
- Real Property | $1,000,001 - $5,000,000 | Self | None (or less than $201) | None, | 2017 |
- Real Property | $1,000,001 - $5,000,000 | Self | None (or less than $201) | None, | 2017 |
- Real Property | $250,001 - $500,000 | Self | None (or less than $201) | None, | 2017 |
- Real Property | $250,001 - $500,000 | Self | None (or less than $201) | None, | 2017 |
VFIAX VFIAX- Vanguard 500 Index Admiral (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
VFIAX VFIAX- Vanguard 500 Index Admiral (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- SunAmerica Focused Dividend Strategy A (FDSAX) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- FDSAX - AIG Focused Dividend Strategy A | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
AIEVX AIEVX- Invesco International Growth R5 (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
CIHIX CIHIX- Cullen International High Dividend I (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
GTSCX GTSCX- Glenmede Small Cap Equity Instl (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
SDRIX SDRIX- Swan Defined Risk I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
PCBIX PCBIX- Principal MidCap Institutional (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
LCMAX LCMAX- Driehaus Active Income (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
FBNDX FBNDX- Fidelity Investment Grade Bond (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
TGCFX TGCFX- TCW Core Fixed-Income I (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
TGBAX TGBAX- Templeton Global Bond Adv (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
VBTLX VBTLX- Vanguard Total Bond Market Index Adm (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- Regions Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
- AQMIX - AQR Managed Futures Strategy I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
WMCJX WMCJX- William Blair Macro Allocation Instl | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
BEXIX BEXIX- Baron Emerging Markets Institutional | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
IMLPX IMLPX- MainGate MLP I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- CMNIX - Calamos Market Neutral Income I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
PHYZX PHYZX- Prudential High-Yield Z | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Regions Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2017 |
- Regions Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
JOHIX JOHIX- JOHCM International Select I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
BEXIX BEXIX- Baron Emerging Markets Institutional | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
SDRIX SDRIX- Swan Defined Risk I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
VTSAX VTSAX- Vanguard Total Stock Mkt Idx Adm | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
DBLTX DBLTX- DoubleLine Total Return Bond I | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2017 |
LLDYX LLDYX- Lord Abbett Short Duration Income I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
JOHIX JOHIX- JOHCM International Select I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
SDRIX SDRIX- Swan Defined Risk I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- SunAmerica Focused Dividend Strategy A (FDSAX) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
DBLTX DBLTX- DoubleLine Total Return Bond I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
AIEVX AIEVX- Invesco International Growth R5 (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
CIHIX CIHIX- Cullen International High Dividend I (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
GTSCX GTSCX- Glenmede Small Cap Equity Instl (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
SDRIX SDRIX- Swan Defined Risk I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
PCBIX PCBIX- Principal MidCap Institutional (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- CMNIX - Calamos Market Neutral Income I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Regions Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
- Regions Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2017 |
JOHIX JOHIX- JOHCM International Select I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
BEXIX BEXIX- Baron Emerging Markets Institutional | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
SDRIX SDRIX- Swan Defined Risk I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
BEXIX BEXIX- Baron Emerging Markets Institutional | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
IMLPX IMLPX- MainGate MLP I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
LCMAX LCMAX- Driehaus Active Income (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
FBNDX FBNDX- Fidelity Investment Grade Bond (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
TGCFX TGCFX- TCW Core Fixed-Income I (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
TGBAX TGBAX- Templeton Global Bond Adv (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Regions Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
- AQMIX - AQR Managed Futures Strategy I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
WMCJX WMCJX- William Blair Macro Allocation Instl | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
PHYZX PHYZX- Prudential High-Yield Z | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
VBTLX VBTLX- Vanguard Total Bond Market Index Adm (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
VTSAX VTSAX- Vanguard Total Stock Mkt Idx Adm | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
DBLTX DBLTX- DoubleLine Total Return Bond I | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2017 |
LLDYX LLDYX- Lord Abbett Short Duration Income I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
JOHIX JOHIX- JOHCM International Select I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
SDRIX SDRIX- Swan Defined Risk I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- FDSAX - AIG Focused Dividend Strategy A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
DBLTX DBLTX- DoubleLine Total Return Bond I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Regions Bank IRA Account | Self | 2017 | |||
- Regions Bank IRA Account | Self | 2017 | |||
- Real Property | $1,000,001 - $5,000,000 | Self | None (or less than $201) | None, | 2016 |
- Real Property | $1,000,001 - $5,000,000 | Self | None (or less than $201) | None, | 2016 |
- Asset name or ticker symbol | $1,000,001 - $5,000,000 | Self | None (or less than $201) | None, | 2016 |
- Real Property | $250,001 - $500,000 | Self | None (or less than $201) | None, | 2016 |
- Real Property | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2016 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2016 |
- Asset name or ticker symbol | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2016 |
- Regions Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- Regions Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2016 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Dividends, | 2016 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
VTSAX VTSAX- Vanguard Total Stock Mkt Idx Adm | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2016 |
- SunTrust Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2016 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, | 2016 |
VFIAX VFIAX- Vanguard 500 Index Admiral (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2016 |
- SunTrust Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- Regions Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2016 |
VFIAX VFIAX- Vanguard 500 Index Admiral (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2016 |
VBTLX VBTLX- Vanguard Total Bond Market Index Adm (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2016 |
SDRIX SDRIX- Swan Defined Risk I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2016 |
DBLTX DBLTX- DoubleLine Total Return Bond I | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2016 |
SDRIX SDRIX- Swan Defined Risk I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
DBLTX DBLTX- DoubleLine Total Return Bond I | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
AIEVX AIEVX- Invesco International Growth R5 (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
- MLPN - Credit Suisse X-Links CushgMLPInfrasETN | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
CIHIX CIHIX- Cullen International High Dividend I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
GTSCX GTSCX- Glenmede Small Cap Equity Instl (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
SDRIX SDRIX- Swan Defined Risk I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
PCBIX PCBIX- Principal MidCap Institutional (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
LCMAX LCMAX- Driehaus Active Income (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
FBNDX FBNDX- Fidelity Investment Grade Bond (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
JYIIX JYIIX- JHancock Core High Yield I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
PAAIX PAAIX- PIMCO All Asset Instl (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
PPSIX PPSIX- Principal Preferred Securities Inst (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
TGBAX TGBAX- Templeton Global Bond Adv (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
VBTLX VBTLX- Vanguard Total Bond Market Index Adm (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
- AQMIX - AQR Managed Futures Strategy I | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
WMCJX WMCJX- William Blair Macro Allocation Instl | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
TGCFX TGCFX- TCW Core Fixed-Income I (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
PAAIX PAAIX- PIMCO All Asset Instl (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $1,001 - $15,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
AIEVX AIEVX- Invesco International Growth R5 (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
MLPN MLPN- Credit Suisse Equal Weight MLP ETN (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
CIHIX CIHIX- Cullen International High Dividend I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
GTSCX GTSCX- Glenmede Small Cap Equity Instl (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
SDRIX SDRIX- Swan Defined Risk I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
PCBIX PCBIX- Principal MidCap Institutional (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
VNQ VNQ- Vanguard REIT ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
HIEMX HIEMX- Virtus Emerging Markets Opportunities I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
IVAEX IVAEX- Ivy Asset Strategy I (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
LCMAX LCMAX- Driehaus Active Income (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
FBNDX FBNDX- Fidelity Investment Grade Bond (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
JYIIX JYIIX- JHancock Core High Yield I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
PPSIX PPSIX- Principal Preferred Securities Inst (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
TGCFX TGCFX- TCW Core Fixed-Income I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
TGBAX TGBAX- Templeton Global Bond Adv (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
- Regions Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2016 |
- Regions Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2016 |
HIEMX HIEMX- Virtus Emerging Markets Opportunities I (NASDAQ) | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2016 |
- Regions Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2016 |
- Regions Bank IRA Account | Self | 2016 | |||
- Regions Bank IRA Account | Self | 2016 | |||
- Real Property | $1,000,001 - $5,000,000 | Self | None (or less than $201) | None, | 2015 |
- Real Property | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2015 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Dividends, | 2015 |
VBTLX VBTLX- Vanguard Total Bond Market Index Adm (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Regions Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2015 |
- Regions Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2015 |
VFIAX VFIAX- Vanguard 500 Index Admiral (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2015 |
PPSIX PPSIX- Principal Preferred Securities Inst (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
TGCFX TGCFX- TCW Core Fixed-Income I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
TGBAX TGBAX- Templeton Global Bond Adv (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $1,001 - $15,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2015 |
HIEMX HIEMX- Virtus Emerging Markets Opportunities I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
IVAEX IVAEX- Ivy Asset Strategy I (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2015 |
LCMAX LCMAX- Driehaus Active Income (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
FBNDX FBNDX- Fidelity Investment Grade Bond (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
JYIIX JYIIX- JHancock Core High Yield I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
PAAIX PAAIX- PIMCO All Asset Instl (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
AIEVX AIEVX- Invesco International Growth R5 (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2015 |
MLPN MLPN- Credit Suisse Equal Weight MLP ETN (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
CIHIX CIHIX- Cullen International High Dividend I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
GTSCX GTSCX- Glenmede Small Cap Equity Instl (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2015 |
SDRIX SDRIX- Swan Defined Risk I (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
PCBIX PCBIX- Principal MidCap Institutional (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2015 |
VNQ VNQ- Vanguard REIT ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Regions Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2015 |
- Regions Bank IRA Account | Self | 2015 | |||
- Asset name or ticker symbol | $1,000,001 - $5,000,000 | Self | None (or less than $201) | None, | 2014 |
- Asset name or ticker symbol | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2014 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2014 |
- SunTrust Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2014 |
- SunTrust Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2014 |
FDSAX FDSAX- SunAmerica Focused Dividend Strategy A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2014 |
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