Joel McElroy Carson 3
2016Annual
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What was filed
60
investments
2
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Family Trust No.
- Sierra Blanca Livestock Company
- Farm Credit Services
- Artesia Credit Union
- BCA Medical Associates
As filed
Wells Fargo Savings — Interest
Wells Fargo Savings — Interest
Wells Fargo Checking — None
Wells Fargo HSA Savings (closed) — None — Closed
Optum Bank HSA Savings — None — Open
Pioneer Bunk Checking — None
Artesia Credit Union Savings — Interest
Eagle Federal CU Savings — Interest
Sierra Blanca Investments, LP pm company) — Rovalty
Carson Agriculture LLC mmm company) — None
Amentrade Money Market — Int
MRO — Int/Div
CXO — None
DFA Emerging Markets Portfolio Retirement Account — Int/Div — Buy
DFA Global Equity Portfolio Retirement Account — Int/Div — Buy
Janus Triton Retirement Account — Int/Div — Buy
Pioneer Select Mid Cap Growth Retirement Account — Int/Div — Buy
SSgA S&P Mid Cap Index Retirement Account — Int/Div — Buy
SSgA Russell Large Cap Growth Index Retirement Account — Int/Div — Buy
American Century Government Bond Ret Acct — Int/Div
Looms Sayles Investment Grade Bond Ret Acct — None
Transamerica Stable Value Core Acct — Int/Div
Vanguard Small Cap Value Index Ret Acct — Int/Div
SWMXX — Int/Div
Cop — Int/Div
PSX — Int/Div
BABA — None
ILMN — None
T™O — None
TGT — Int/Div
MCD — Int/Div
AMGN — Int/Div
WBA — Int/Div
WBA — Int/Div — Buy
AAPL — Int/Div — Buy
COKE — Int/Div — Buy
COKE — Int/Div — Buy
COKE — Int/Div — Buy
COKE — Int/Div — Buy
NTDOY — Int/Div — Buy
NextGen 529 Blackrock Age 8-10 Yrs A — None
NextGen 529 Blackrock Age 11-13 Yrs A — None
T Rowe Price Retirement 2030 R — Int/Div
Rental Property #1, Roswell, NM — Rent
pn Trust No. 1 (H)
pn Trust No. 1 (H) — Int/Div — Buy
pn Trust No. 1 (H) — Int/Div — Buy
JIN) — Int/Div — Buy
JIN) — Int/Div — Buy
JIN) — Int/Div — Buy
TUup — Int/Div — Buy
TUup — Int/Div — Buy
CHKP — Int/Div — Buy
CHKP — Int/Div — Buy
CHKP — Int/Div — Buy
MCHP — Int/Div — Buy
MCHP — Int/Div — Buy
MCHP — Int/Div — Buy
MCHP — Int/Div — Buy
MCHP — Int/Div — Buy
Trustee, Family Trust No.
Vice-President & Secretary, Sierra Blanca Livestock Company
Liability — Farm Credit Services — Agricultural and Real Property Loan
Liability — Artesia Credit Union — Mortgage on Rental Property
Spouse's income — 2016 — BCA Medical Associates
With respect to entry nos. 41 & 42 on Part VII, Mernll Lynch states that income and yields are not reported on customer statement and are not otherwise available,
On Line 30, TGT inadvertently not listed on initial 2015 report. Stock sequired prior to 2014 and initial report for this filer.
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.