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Est. Assets
$2.3M – $5.8M
Assets Disclosed
82
Est. Liabilities
$250K – $500K
Positions Held
6
| $100,001 - $250,000 |
| — |
| U.S. Bank Account (personal) | filer | $100,001 - $250,000 | Interest |
| Fidelity Puritan EIF | filer | $100,001 - $250,000 | — |
| Wells Fargo Diversified Income Builder Fund EIF | filer | $100,001 - $250,000 | — |
| Thornburg Investment Income Builder Fund Class C EIF | filer | $50,001 - $100,000 | — |
| First Trust Low Volatility Portfolio Series 4 Term EIF | filer | $50,001 - $100,000 | — |
| Nuveen Symphony Low Volatility Equity Part 3Q EIF | filer | $50,001 - $100,000 | — |
| Voya Global Equity Fund Class C EIF | filer | $50,001 - $100,000 | — |
| HSBC USA Inc 5Y S&P 500 Digital-Plus Barrier Note | filer | $50,001 - $100,000 | — |
| JP Morgan Chase 4Y US Equity Allocable Step Up Note | filer | $50,001 - $100,000 | — |
| Loomis Sayles Glbl Eq & Income FD CL C EIF | filer | $50,001 - $100,000 | — |
| Voya Global Target Payment Fund Class C EIF | filer | $50,001 - $100,000 | — |
| Eaton Vance Richard Bernstein All Asset Strategy FD Co EIF | filer | $50,001 - $100,000 | — |
| Deutsche Global Income Builder Fund Class C EIF | filer | $50,001 - $100,000 | — |
| Deutsche Glbal Infrastructure Fund Class C EIF | filer | $50,001 - $100,000 | — |
| AB High Income Fund Class C EIF | filer | $50,001 - $100,000 | — |
| Pimco Total Return Fund Administrative Class EIF | filer | $50,001 - $100,000 | — |
| MD Orlando LLC | filer | $50,001 - $100,000 | — |
| Fidelity Growth Company EIF | filer | $50,001 - $100,000 | — |
| LP indirect interest in Marriott SeaTac | filer | $15,001 - $50,000 | — |
| Credit Suisse AG 5.5Y DJ Eurostox 50 Accelerated Barrier Note | filer | $15,001 - $50,000 | — |
| JP Morgan Chase 4Y US Equity & Biotechnology Autocallable Step Up Note | filer | $15,001 - $50,000 | — |
| Microsoft | filer | $15,001 - $50,000 | Dividends |
| Calamos Global Growth & Income Fund EIF | filer | $15,001 - $50,000 | — |
| Apple | filer | $15,001 - $50,000 | Dividends |
| Calamos International Growth FD Class C EIF | filer | $15,001 - $50,000 | — |
| Gabellii SRI Fund Class C EIF | filer | $15,001 - $50,000 | — |
| Ivy Asset Strategy Fund Class C EIF | filer | $15,001 - $50,000 | — |
| Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class C EIF | filer | $15,001 - $50,000 | — |
| Oppenheimer Rochester NJ Municipal Fund Class C EIF | filer | $15,001 - $50,000 | — |
| Principal Global Diversified Income Fund Class C EIF | filer | $15,001 - $50,000 | — |
| Transamerica International Equity Fund Class C EIF | filer | $15,001 - $50,000 | — |
| NJ ST Transn Tr FD Auth, Transportation Sys BDS, Int AT Maty Ser 2009A | filer | $15,001 - $50,000 | — |
| JP Morgan NY 529 Growth Advantage Port Classs C EIF | filer | $15,001 - $50,000 | — |
| Jp Morgan NY 529 Moderate Portfolio Class C EIF | filer | $15,001 - $50,000 | — |
| Sun America Focused Dividend Strategy Portfoiio EIF | filer | $15,001 - $50,000 | — |
| U.S. Bank Account (minor children) | filer | $15,001 - $50,000 | — |
| The Rocking Chair LLC (Lakeland account) | filer | $15,001 - $50,000 | — |
| US Bank Account (minor children -2) | filer | $15,001 - $50,000 | — |
| Whole Life Insurance Policy (Guardian Life Insurance Company) | filer | $15,001 - $50,000 | Dividends |
| LP Indirect Interest in Sheraton Lake Beuna Vista Resort | filer | $15,001 - $50,000 | — |
| LP Indirect Interest in Double Tree Orlando | filer | $15,001 - $50,000 | — |
| LP Indirect Interest in Marriott Burbank | filer | $15,001 - $50,000 | — |
| LP Indirect Interest in Waterstone Resort | filer | $15,001 - $50,000 | — |
| LP Indirect Interest in Westin Dallas | filer | $15,001 - $50,000 | — |
| LP Indirect Interest in Embassy Suites Portfolio | filer | $15,001 - $50,000 | — |
| Gabelli Gold Fund Class C EIF | filer | $1,001 - $15,000 | — |
| John Hancock Balanced Fund Class C EIF | filer | $1,001 - $15,000 | — |
| Pioneer Fundamental Growth Class EIF | filer | $1,001 - $15,000 | — |
| Gabelli Enterprise Merger & Acquisition Fund Class C EIF | filer | $1,001 - $15,000 | — |
| JP Morgan NY 529 Core Bond Portfolio Class C EIF | filer | $1,001 - $15,000 | — |
| JP Morgan NY 529 International Equity Portfolio Class C EIF | filer | $1,001 - $15,000 | — |
| LP indirect interest in Crown Plaza Atlanta | filer | $1,001 - $15,000 | — |
| Genie Energy Limited Class | filer | $1,001 - $15,000 | — |
| Etsy Incorporated | filer | $1,001 - $15,000 | — |
| Managed Income Portfolio Class 1 EIF | filer | $1,001 - $15,000 | — |
| Victory RS Science & Technology Fund Class C EIF | filer | $1,001 - $15,000 | — |
| Gabelli Utilitites Fund Class C EIF | filer | $1,001 - $15,000 | — |
| Ivy Asset Strategy Fund EIF | filer | $1,001 - $15,000 | — |
| Wells Fargo Premier Large Co Growth Fund EIF | filer | $1,001 - $15,000 | — |
| John Hancock Lifestyle Conservation Port Fd CLS EIF | filer | $1,001 - $15,000 | — |
| filer | $1,001 - $15,000 | — |
| Principal Global Diversified Income Fund EIF | filer | $1,001 - $15,000 | — |
| JP Morgan Income Builder Fund EIF | filer | $1,001 - $15,000 | — |
| Pioneer Strategic Income Fund Class C EIF | filer | $1,001 - $15,000 | — |
| Hartford Balanced Income Fund Class C EIF | filer | $1,001 - $15,000 | — |
| John Hancock Bond Fund Class C EIF | filer | $1,001 - $15,000 | — |
| Eaton Vance Greater India Fund Class C EIF | filer | $1,001 - $15,000 | — |
| Pioneer Fundamental Growth Fund EIF | filer | $1,001 - $15,000 | — |
| Hartford Growth Opportunities Class C EIF | filer | $1,001 - $15,000 | — |
| Line Corp Sponsored ADR (Japan) | filer | $1,001 - $15,000 | — |
| Eagle Class JP Morgan Municipal Money Market Fund EIF | filer | $1,001 - $15,000 | — |
| U.S. Bank Account (the Couch I LLC) | filer | $1,001 - $15,000 | — |
| Templeton Emerging Markets Small Cap Funds Class C EIF | filer | $1,001 - $15,000 | — |
| The Rocking Chair LLC (self-employed doctor) | spouse | — | — |
| The Trump Organization | filer | — | Compensation |
| Sy Syms School of Business | filer | — | Salary |
| Inspire Conversation LLC, Book copyrights (value not readily ascertainable) | filer | None (or less than $1,001) | Rent or Royalties |