William Keith Watkins

2014Annual

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

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,

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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