corker disclosure.pdf

7.15

Asset
Raymond
James - Wealth

Asset
Type
Bank
Deposit

Owner
Spouse

Income Type
Interest,

Income
None
(or

Preservation Advisors

less than

less than

(Chattanooga, TN)

$1,001)

$201)

Type: Brokerage Sweep
Account,
8

Value(or
None

Pensco IRA

Retirement Plans

Self

IRA
8.1

Pensco

Bank Deposit

Self

(Denver, CO)

$1,001 -

Interest,

$15,000

Type: Brokerage Sweep

less than
$201)

Account,
8.2

Covenant Apartment Fund

Business Entity

VIII, LP

Limited Partnership
(LP)

Company: Covenant
Apartment Fund VIII, LP

None (or

Self

$1,000,001 -

Excepted

None (or

$5,000,000

Investment

less than

Fund,

$201)

None,

None (or

(Nashville,
TN) Description: Commerical
Real Estate/Apartment
Development
9

Minnesota Life - Variable

Life Insurance

Adjustable Life

Variable

Self

Insurance

9.1

Ivy Growth Subaccount

Mutual Funds

Self

Mutual Fund

$100,001 $250,000

less than
$201)

9.2

SFT Advantage Index 500 -

Mutual Funds

Subaccount

Mutual Fund

Self

$50,001 -

None,

$100,000

None (or
less than
$201)

9.3

Ivy VIP International Core -

Mutual Funds

Subaccount

Mutual Fund

Self

$15,001 -

None,

$50,000

None (or
less than
$201)

9.4

SFT Ivy Small Growth

Mutual Funds

Self

Mutual Fund

$15,001 -

None,

$50,000

None (or
less than
$201)

9.5

Ivy VIP Value

Mutual Funds
Mutual Fund

Self

$50,001 $100,000

None,

None (or
less than