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What was filed

  • 33

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 1

    reimbursements

  • 0

    income

  • 6

    spouse income

Named parties

  • Trust #1
  • Wells Fargo Bank
  • Citi Bank American Express
  • Clu Bank Mastercard
  • Small Business Administration
  • Just The Beginning Foundation
  • Self Employed (consultant/clinical psychologist)
  • ERM, San Diego, CA (consulting)
  • Center For Creative Leadership, La Jolla ,CA
  • United States Navy, San Diego, CA
  • Innolect, Inc., Tega Cay, SC
  • The Broad Residency, Los Angeles, CA

As filed

Rental Property (2), San Diego County, CA — Rent

San Diego Gas & Electric (Sempra) — Int/Div

San Diego Gas & Electric (Sempra) — Int/Div

Fidelity Funds - IRA — Int/Div

Fidelity Discovery Fund

Fidelity New Markets Fund

Trust — Interest

Leap Wireless Communications (Common Stock)

Trust #2 — Distribution

MSDW Dividend Growth Securities Fund

MSDW California Tax-Free Income Fund

AIM Advisor Real Estate Fund

Eaton Vance WW Health Sciences Fund

Eaton Vance Taz Managed Growth Fund

Franklin Calif Trax Free Income Fund

MFS MidCap Growth Fund

Putnam Research Fund

Putnam International Voyager Fund

Sentinel Small Cap Companies Fund

Reserve Primary Fund Class R

Lord Abbet Mid Cap Val Class C

MFSVal Class B — Int/Div

MFS Value Class C — Int/Div

American AMCAP Class C — Distribution

John Hancock US Glob Leaders Growth Class C — Int/Div

Putnam Tax Smart Equity Class B — Int/Div

Delaware Tax-Free California Class B — Interest

Real Property (3), Birmingham, AL — Rent

Real Propery (3)-Vacant Lot, San Diego ,CA — None

Van Kampen Insured Muni Income Trust 589 — Interest

Pacific Innovative Select -Quailfied Annuity — Distribution

Union Bank Marked Linked Cert of Deposit - IRA — Interest

Union Bank Marked Linked Cert of Deposit - Simple IRA — Interest

Co-Trustee, Trust #1

Liability — Wells Fargo Bank — Mortgage - Investment Real Property

Liability — Citi Bank American Express — Credit Card

Liability — Clu Bank Mastercard — Credit Card

Liability — Small Business Administration — Mortgage - Vacant Lot - San Diego

Reimbursement — Just The Beginning Foundation — September 31, 2010 October 3.2010 — Atlanta, GA — CLE Program — Room and Meals

Spouse's income — 2010 — Self Employed (consultant/clinical psychologist)

Spouse's income — 2010 — ERM, San Diego, CA (consulting)

Spouse's income — 2010 — Center For Creative Leadership, La Jolla ,CA

Spouse's income — 2010 — United States Navy, San Diego, CA

Spouse's income — 2010 — Innolect, Inc., Tega Cay, SC

Spouse's income — 6.2010 — The Broad Residency, Los Angeles, CA

-

Part One: Trust# 1 "77

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CEPR

Trust

Trust # 2.

Trust

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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John A. Houston | Frix