Karen L. Hayes

2016Annual

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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

  • 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.

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