Karen L. Hayes

2014Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 11

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Blue Sky Yoga--payment for teaching yoga classes
  • Haves, Harkey, Smith & Cascio, law partnership

As filed

National Fuel Gas Company (common) — Int/Div

JP Morgan Chase chking and savings accounts — None

Centurylink Inc( fka Century Telephone Enterprises) — Int/Div

Regions Bank chking and savings accounts — None — Closed

American Funds New Perspective Fund Class (A) — Int/Div

U.S. Bancorp — Int/Div

ExxonMobil Corp — Int/Div

Building Co(pturshp in commdm) last apr. 10/1999 — Distribution

Argent IRA Managed Asset Portfolio 4 — Int/Div

Argent 401(k) Managed Asset Portfolio 4 — Int/Div

Wells Fargo Bank N.A. (cash account) — Interest

Income — 12/312014 — Blue Sky Yoga--payment for teaching yoga classes — SK33.00

Spouse's income — 11273172014 — Haves, Harkey, Smith & Cascio, law partnership

Part VII, line 8. Date of last appraisal was October of 1999

Part VII, lines 9 and 10 Argent Advisors is currently managing portfolios for Karen Hayes (Argent IRA Managed Asset Portfolio 4) and [JIN (Argent

401(k) Managed Asset Portfolio 4). MAP is an automated mutual fund allocation program which uses no load mutual funds to meet its investment objective.

Clients can select from six different MAP portfolios based on the investors’ return objectives and risk attitudes. The MAP 4 portfolio is composed of 60% stocks

and 40% bonds and is normally selected by mvestors who are interested in total return and use income to reduce risk. Funds are not held in the client's names, nor

do the clients have individual ownership at the fund level. Fund selection is exclusively Argent Advisor's and no client has veto ability in the MAP program. The

investment asset is the portfolio, not the underlying assets,

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Karen L. Hayes | Frix