| 2015 | IRA, RelaStar Life Ins. Co. | J |
| 2015 | IRA/CD, US Bank, N.A | J |
| 2015 | IRA/Rehastar Life Ins. Co | J |
| 2015 | TSA. Preferred Financial Group | J |
| 2015 | US Bank. N.A. Accounts | J |
| 2015 | US Bank. N.A. Accounts | N |
| 2014 | IRA, RelaStar Life Ins. Co. | J |
| 2014 | IRA/CD, US Bank, N.A | J |
| 2014 | IRA/Rehastar Life Ins. Co | J |
| 2014 | TSA. Preferred Financial Group | J |
| 2014 | US Bank. N.A. Accounts | N |
| 2014 | US Bank. N.A. Accounts | J |
| 2013 | IRA ReliaStar Life Ins. Co | J |
| 2013 | IRA ReliaStar Life Ins. Co. | J |
| 2013 | IRA/CD, US Bank, N.A | J |
| 2013 | TSA Preferred Financial Group | J |
| 2013 | US Bank. N.A. Accounts | J |
| 2013 | US Bank. N.A. Accounts | M |
| 2012 | IRA ReliaStar Life Ins. Co | J |
| 2012 | IRA ReliaStar Life Ins. Co. | J |
| 2012 | IRA/CD, US Bank, N.A | J |
| 2012 | TSA Preferred Financial Group | J |
| 2012 | US Bank. N.A. Accounts | M |
| 2012 | US Bank. N.A. Accounts | J |
| 2011 | IRA ReliaStar Life Ins. Co | J |
| 2011 | IRA ReliaStar Life Ins. Co. | J |
| 2011 | IRA/CD, US Bank, N.A | J |
| 2011 | TSA Preferred Financial Group | J |
| 2011 | US Bank. N.A. Accounts | J |
| 2011 | US Bank. N.A. Accounts | M |