Lawrence O Anderson
2011Annual
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Pull out the substance of this filing.
What was filed
26
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
1
spouse income
Named parties
- Court
- Elected Officials Retirement Plan (State of Anizona)
- Manicopa County, Salary
As filed
Stifel, Nicolaus & Co, see dashed items for assets included — Int/Div
Sufel Bank & Trust — Interest
American Express Centurion Money Mkt — Interest
Capital World Growth & Income Fund — Sold
Euro Pacific Growth Fund — Sold
Fundamental Invrs Inc — Sold
New Perspective FD Inc — Sold
Smallcap World FD Inc — Sold
Washington Mut] Invs FD Inc — Sold
San Bernardino Cty Bond — Sold
U.S. Treasury Strips — Sold (part)
Fmancing Corp Strips — Sold
U.S. Treasury Strips — Sold (part)
U.S. Treasury Strips — Sold (part)
American Mutual Funds: Capital World Growth & Income Fund
American Mutual Funds: Capital World Growth & Income Fund
American Mutual Funds: Euro Pacific Growth Fund
American Mutual Funds: Fundamental Investors Fund
American Mutual Funds: Fundamental Investors Fund
American Mutual Funds: Growth Fund Amer Inc.
American Mutual Funds: Investment Co America
American Mutual Funds: New Perspective Fund
American Mutual Funds: Small Cap Word Fund
American Mutual Funds: Washington Mutual Investors Fund
Farmers Insurance Co.: whole life — None
Wells Fargo Bank — Interest
Reimbursement — Court — Juvenile judges on Cradle 2 Crayons
Income — 2011 — Elected Officials Retirement Plan (State of Anizona) — S21. 106.00
Spouse's income — 2011 — Manicopa County, Salary
My individual, long-time financial advisor and IRA Rollover custodian left his employer AG. Edwards & Sons and accepted employment with Wachovia
Securities. In April or so in 2009, he accepted different employment with Stifel, Nicolaus & Company, a brokerage and imvestment banking firm. With my
approval, he transferred my prejudicial investment accounts with his employer each time he changed his employment, It is a professionally managed by persons
other than JENN | only direct the sale of assets when necessary to supplement my income,
In Part VIL, I listed
whole life insurance policy [Jl and its suuender value (K) at the end of 2011.
In Part VIL, | delisted First Credit Union because neither [A had an account with First Credit Union in 2011.
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.