Karen L. Hayes
2016Annual
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Pull out the substance of this filing.
What was filed
10
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
2
spouse income
Named parties
- Blue Sky Yoga--payment for teaching yoga classes
- Haves, Harkey, Smith & Cascio, law partnership
- The Patterson Resolution Group, LLC, mediation group
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
American Funds New Perspective Fund Class (A) — Int/Div
U.S. Bancorp — Int/Div
ExxonMobil Corp — Int/Div
2811 Building Co(ptorshp in commdm) last apr. 1/1999 — istrnibution
Argent IRA Managed Asset Portfolio 4 Moderate Growth Strategy — Int/Div
Argent 401(k) Managed Asset Portfolio 4 Moderate Growth Strategy — Int/Div
Wells Fargo Bank NA. (cash account) — Interest
Income — 12/312016 — Blue Sky Yoga--payment for teaching yoga classes — S1.931.00
Spouse's income — 11273172006 — Haves, Harkey, Smith & Cascio, law partnership
Spouse's income — 12/3172016 — The Patterson Resolution Group, LLC, mediation group
Part VII, line 7. Date of last appraisal was October of 1999. Current valuation is an estimate based on increases mn property values since 1999.
Part VII, lines 8 and 9 Argent Advisors is currently managing portfolios for Karen Hayes (Argent IRA Managed Asset Portfolio 4) and 00000 (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 investors 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.