Joel Harvey Slomsky

2014Annual

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What was filed

  • 69

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

IRA #1 — Int/Div

General Electric Capital (Bond) — Redeemed

JP Morgan Chase (Bond) — Redeemed

Everbank Jacksonville Florida (CD) — Buy

Federated Prime Mgmt. Obligations Fund

IShares Preferred Stock Index Fund

IRA#2 — Int/Div

Goldman Sachs Group Inc. (Bond)

Goldman Sachs Group Inc. (Bond) — Redeemed

Genwoth Financial Inc. (Bond) — Redeemed

Citigroup Inc. (Bond) — Redeemed

Citigroup Inc. (Bond)

Prudential Financial Inc. (Bond)

Vanguard Wellington Fund

Verizon Communications Inc. (Common Stock)

Ally Bank (CD) — Matured

Mermmill Lynch (Bond)

Bank of America (Bond) — Redeemed

Bank of America (Bond)

Morgan Stanley (Bond) — Redeemed

Morgan Stanley (Bond) — Redeemed

Franklin Income Fund

IShares Preferred Stock Index Fund

AT&T Ine. Common Stock

JP Morgan Chase (Bond) — Redeemed

Wells Fargo & Co. (Bond) — Redeemed

GE Capital Fmancial Inc. (CD)

HSBC Finance Corporation (Bond) — Redeemed

Federated Prime Mgmt. Obligations Fund

Goldman Sachs (CD) — Matured

Goldman Sachs (CD) — Matured

GE Capital (CD)

Discover Bank (CD) — Matured

Discover Bank (CD)

Goldman Sachs (CD)

Ally Bank (CD) — Matured

Discover Bank (CD)

BMW Bank of North America (CD)

Bank of America (Bond)

Goldman Sachs Bank (CD)

BMW Bank North America (CD)

Ally Bank (CD)

Wilshire Ret (ETF)

Vanguard Wellsley Fund

Ally Bank (CD)

Amencan Express Centurion Bank (CD)

Discover Bank (CD)

Sallie Mae Bank (CD)

Sallie Mae Bank (CD)

Cathay Bank Los Angeles California (CD) — Buy

Goldman Sachs (CD) — Buy

Vanguard Wellsley Fund — Buy (add'l)

GE Capital (CD) — Buy

AT & T (Common Stock) — Buy (add'l)

Comcast {Common Stock) — Buy

GE Capital (CD) — Buy

Memick Bank (CD) — Buy

Capital One Bank (CD) — Buy

American Express Centurian Bank (CD) — Buy

Flexible Annuity Plan — Int

Mutual of Amenica Conservative Allocation Fund

Mutual of America Moderate Allocation Fund

Mutual of America 2020 Retirement Fund

Mutual of Amenca General Account

Tax Deferred Annuity — hy

Mutual of Amenca Conservative Allocation Fund

Mutual of America Interest Accumulation Account

Citizens Bank Checking Account — None

PNC Bank Checking Account — Interest

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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