Equity Securities
- Exchange-Listed Securities
- Securities Traded Over-The-Counter
- Foreign Issues
- Warrants
- Corporate Debt Securities
(other than commercial
paper)
- Commercial Paper
- Certificates of Deposit
- Municipal Securities
Futures Contracts
- On Tangibles
- On Intangibles
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Investment Company Securities
- Variable Life Insurance
- Variable Annuities
- Mutual Fund Shares
- United States Government Securities
Option Contracts
- On Securities
- On Commodities
Interests in Partnerships investing in:
- Real Estate
- Oil and Gas Interests
- Other, as identified on Form ADV *
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