Leonard I. Garth
2011
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Pull out the substance of this filing.
What was filed
23
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Part VIII
- Guardian Life Insurance Co., whole life
- (Crown Life Insurance Co., ordinary life)
As filed
Genenl Electric Common — Int/Div
AT&T Inc. Common — Int/Div
ExxonMobil Corp. Common — Int/Div
IsraelBonds — Interest
Goldman Sachs CD — Interest
Verizon Common — Int/Div
GE Money Bank, Salt Lake City, UT CD — Interest
Dreyfus Growth & Income (IRA) (DWS) — Int/Div — Part VIII
AARP Growth & Income Fund (DWS Investments) — Int/Div
Dreyfus Growth & Income (IRA) (DWS) — Int/Div — Part VIII
NuveenReinvestment Acct (CT Mun) — Interest
Phoenix Common — Int/Div
Comcast Common — Int/Div
WellsFargo — None — Part VIII
Morgan Stanley Bank CD — Interest
Morgan Stanley Bank CD — Interest
Guardian Life Insurance — Int/Div
Crown Life Insurance (X) — Int/Div
Guilford Savings Bank — Interest
RBC Investments — Int/Div — Part VIII
Ally Bank — Interest
ING Direct — Interest — Redeemed — Part VIII
Vanguard Admiral Share — Int/Div
Liability — Guardian Life Insurance Co., whole life — Loan against cash value
Liability — (Crown Life Insurance Co., ordinary life) — See Part VIII
Part VI | am deleting Crown Life Insurance Co. from Section V1 because the loan against the value is less than the amount required to report.
Part VII #8 Dreyfus is also known as DWS
Part VIII #10 Dreyfus is also known as DWS
Part VII #14 Wachovia Bank was taken over by Wells Fargo where 1 presently maintain an account.
Part VI11#20 RBC holds all of the securities and CD's reported herein. It remits the interest from these securities and CD's to me monthly. I have no interest or
shares in RBC, but from time to time
RBC has certain of my monies which it holds to ultimately to be remitted to me.
Part VII #22 1 redeemed all investments in ING and transferred them to the Guilford Savings Bank. See #19.
Part VII #23 Vanguard Admiral Shares, I invested in Vanguard from monies acquired after maturity of a CD.
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