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.