Bessie Mae Parrish Creswell

2017Initial

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What was filed

  • 75

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Burr & Forman LLP
  • Lifelines Family Counseling

As filed

ADVANCED MICRO DEVICES INC ( — None — Exempt

PNC CASH ACCOUNT — Interest

IRA Z(H)

AMAZON.COM INC COM — None — Exempt

APPLE INC COM — Int/Div — Exempt

DELTA AIR LINES INC COM — Int/Div — Exempt

CYPRESS SEMICONDUCTOR CORP COM — Int/Div — Exempt

CORNERSTONE STRATEGIC VALUE COM — Int/Div — Exempt

CREDIT SUISSE VELOCITY DAILY 2X SHTTRMT — None — Exempt

PAYPAL HLDGS INC COM — None — Exempt

SHELL MIDSTREAM PARTNERS COM — None — Exempt

T-MOBILE US INC COM — None — Exempt

SPDR GOLD TR GOLD SHS — None — Exempt

POWERSHARES ( — None — Exempt

WHEATON PRECIOUS METALS CORP [ 6d — None — Exempt

ALIBABA GROUP HLDG LTD C — None — Exempt

IRA £2 (H)

DELTA AIR LINES INC COM — Int/Div — Exempt

CREDIT SUISSE VELCITYSHRES 2X VIX SH-TRM ETN — None — Exempt

SHELL MIDSTREAM PARTNERS COM — None — Exempt

POWERSHARES C — None — Exempt

WHEATON PRECIOUS METALS CORP { hd — None — Exempt

AMAZON.COM INC ( — None — Exempt

BERKSHIRE HATHAWAY INC DEL COMCLB — None — Exempt

CORNERSTONE STRATEGIC VALUE COM — Int/Div — Exempt

DODGE & COX FUNDS INTLSTK FD — Int/Div — Exempt

BROKERAGE ACCOUNT #1 (H)

REGIONS FINANCIAL CORP NEW — Int/Div — Exempt

ROYALDUTCHSHELLPLCCOCLB — Int/Div — Exempt

AMERICAN GOLD EAGLE — None — Exempt

SPDR GOLD TR GOLD SHS — None — Exempt

BROKERAGE ACCOUNT £2 (H)

ALASKA AIR GROUP INC COM — Int/Div — Exempt

CORNERSTONE STRATEGIC VALUE COM — Int/Div — Exempt

CREDIT SUISSE VELCITYSHRES 2X VIX SH-TRM ETN — None — Exempt

CYPRESS SEMICONDUCTOR CORP — Int/Div — Exempt

DELTA AIRLINES INC — Int/Div — Exempt

TELADOC HEALTH INC COM — None — Exempt

ADVANCED MICRO DEVICES INC C — None — Exempt

POWERSHARES ( — None — Exempt

SPDR GOLD TR GOLD SHS ( — None — Exempt

WHEATON PRECIOUS METALS CORP C — None — Exempt

S29 PLAN#I (Hh)

Coca Cola CO — Int/Div — Exempt

BROKERAGE ACCOUNT #3 (H)

CORNERSTONE STRATEGIC VALUE COM — Int/Div — Exempt

REGIONS FINANCIAL CORP COM — Int/Div — Exempt

POWERSHARES ( — None — Exempt

BROKERAGE ACCOUNT 24 (H)

APPLE INC COM — None — Exempt

CREDIT SUISSE VELCITYSHRES 2X VIX SH-TRM EIN — None — Exempt

CYPRESS SEMICONDUCTOR CORP COM — Int/Div — Exempt

CORNERSTONE STRATEGIC VALUE COM — Int/Div — Exempt

DELTA AIR LINES INC — Int/Div — Exempt

ROYAL DUTCH SHELL PLC ADR CLASS B — Int/Div — Exempt

POWERSHARES ( — None — Exempt

SPDRGOLD TRGLDSHS GLD C — None — Exempt

WHEATON PRECIOUS METALS CORP WPM CO — None — Exempt

S29 PLAN#2(H)

Vanguard Total Stock Market Index — Int/Div — Exempt

Vanguard Developed Markets Index — Int/Div — Exempt

Vanguard Emerging Markets Stock Index — Int/Div — Exempt

S29 PLAN #3 (H)

Vanguard Growth Index — Int/Div — Exempt

Vanguard Mid-Cap Index — Int/Div — Exempt

Vanguard Small-Cap Index — Int/Div — Exempt

Vanguard International Growth — Int/Div — Exempt

DFA Global Equity Portfolio — Int/Div — Exempt

401K) #1

401K) #2 (H)

Growth (MAP) Freedom 401k Class — None — Exempt

Delaware Small Cap Value R6 — None — Exempt

Harbor Capital Appreciation Retirement — None — Exempt

Vanguard Institutional Index Fund — Int/Div — Exempt

US. Bank. NA. CASH ACCOUNT — None

Partner, Burr & Forman LLP

Board President, Lifelines Family Counseling

Agreement — 2018 — Burr & Forman Profit Sharing Plan with former law firm with Empowerment Retirement as Recordkeeper

Agreement — 2016:2017 — Burr & Forman Profit Sharing Plan with former law firm with Wells Fargo as Recordkeeper

Part VII, Line 69 - 401(k) #1 - Investment account 401(k) #1 was a retirement plan with a previous employer. All investments were transferred to 401(k) #2 mn

Junuary 2018. Statements were requested for periods covering January to December 2017, but were not received before report date.

Part VII, Line 75 (Amended) - U.S. Bank, NA, is Roth funds from 401(k) #2 (lines 70-74) that were cashed out and held in & bank account before being rolled

to & new retirement account. Investment account 401(k) #2 was a retirement plan with a previous employer. The 401(k) #2 sccount funds will be rolled over into

new retirement accounts via a nontaxable retirement rollover. The traditional 401(k) funds were rolled into the Thrift Savings Plan. The portion of the funds that

are Roth contributions are in the process of being rolled to a new account as of the original reporting date. Account value was updated from original report after

inquiring about account

Part I, Line 1 (Amended) - Position noting "Bankruptcy Judge" was removed and remaining positions were moved up one line.

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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