William Keith Watkins
2014Annual
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What was filed
21
investments
2
positions
0
gifts
0
agreements
2
debts
0
reimbursements
1
income
6
spouse income
Named parties
- Rosewood Martin, LLC
- Powermaster, Inc
- Troy Bank & Trust Company
- LLS. Courts Interest on past wage settlement awarded by Court deciksion
- on Neurology Consultants of Montgomery Salary reported on Form W-2
- Non-employee compensation received from Advanced Health Media LLC and reported on form 1099
- 110 Non-employee compensation received from L&M Healthcare Communications LLC and reported on form 1099
- Non-employee compensation received from Curry Rockefeller Group and reported on form 1099
- mn Non-employee compensation received from SCSHealtheare Marketing, LLC and reported on form 1099
- Non-employee compensation received from Medical Outreach Ministries and reported on form 1099
As filed
Northwestern Mutual T™M 010 Extraordinary Life — Int/Div
LPL Financial IRA Account Brokerage LPL [ — Int/Div
LPL Financial IRA Account Brokerage Cash LPL — Int/Div
American Funds - Capital Income Builder Fund Class F CIBFX pn — Int/Div
INVESTMENT COMPANY OF AMERICA CL F1 AICCX fama — Int/Div
LPL Financial IRA Account pms PTC CUST IRA — istnbution
LPL Fmancial IRA Account Brokerage Cash-Insured Deposit pm — Inv
Arbitrage Funds: Arbitrage Event-Driven Fund; Class Shares pum — Int/Div — Buy
ALGER CAP APPREC FUND ALARX ] — Int/Div — Buy
BLACKROCK HIGH YIELD BOND FUND BHTIX mm — Int/Div — Buy (add'l)
DOUBLELINE TOTAL RETURN BOND FUND DBLTX jm — Int/Div — Buy (add'l)
JOHN HANCOCL DISCPLINED VAL FD JVLIX — Int/Div — Buy
LOOMIS SAYLES INVESTMENT GRADE BOND FUND fn — Int/Div — Buy (add'l)
NUVEEN HIGH YLD MUNI BOND FUND NHMRX mm — Int/Div — Sold
NUVEEN LARGE CAP VALUE FUND NQCRX fn — Int/Div — Sold
MFS RESEARCH FUND CLASS MRFIX — Int/Div — Sold (part)
T ROWE PRICE CAP APPREC FUND PRWCX [mmm — Int/Div — Sold
TROWE PRICE GROWTH STOCK FUND PRGFX pan — Int/Div — Sold
TROWE PRICE EMERGING MARKETS BOND FUND PREMX pn — Int/Div — Sold
TROWE PRICE SUMMIT MUNI INC FUND PRINX fy — Int/Div — Buy
Troy Bank & Trust Company Super NOW account — Interest
Manager/Sole Member, Rosewood Martin, LLC
Drector, Shareholder, Offer, Powermaster, Inc
Liability — Troy Bank & Trust Company — Line of Credit
Liability — Troy Bank & Trust Company — Turkey Mountain Real Estate Loan
Income — 2014 — LLS. Courts Interest on past wage settlement awarded by Court deciksion — $2,436.00
Spouse's income — 2014 — on Neurology Consultants of Montgomery Salary reported on Form W-2
Spouse's income — 2014 — Non-employee compensation received from Advanced Health Media LLC and reported on form 1099
Spouse's income — 2014 — 110 Non-employee compensation received from L&M Healthcare Communications LLC and reported on form 1099
Spouse's income — 2014 — Non-employee compensation received from Curry Rockefeller Group and reported on form 1099
Spouse's income — 2014 — mn Non-employee compensation received from SCSHealtheare Marketing, LLC and reported on form 1099
Spouse's income — 2014 — Non-employee compensation received from Medical Outreach Ministries and reported on form 1099
VIL Lines 19, 20, 21, 22, and 23 include the individual portfolio assets held in the S00 [RA brokerage account held at LPL Financial, LPL Ss
[Line 19 represents the total value of the entire account.
VIL Lines 24 through 38 include the individual portfolio assets held in the Judge Watkins’ IRA fee-based advisory account held at LPL Financial, LPL account
[1 Line 24 represents the total value of the entire account. The account is « managed by the Financial Advisor, who has limited discretion over mutual
fund positions in the account. The buys and sells reported in lines 26-38 represent trades made by the financial advisor using his limited discretion and based on
chanages in the underlying mutual fund asset model used for the account and dividend reinvestments,
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