Annual financial disclosure for 2021, filed May 16, 2022. Includes 14 assets and 2 liabilities.
| Asset | Value |
|---|---|
1 D LLC Washington, DC, DC, US | $250,001 - $500,000 |
529 Scholars Choice College Svgs Prgm - Legg Mellon - Child 1 VA | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| SC Federal Credit Union | mortgage | $250,001 - $500,000 |
| North Point Bank | other | $100,001 - $250,000 |
529 Scholars Choice College Svgs Prgm - Legg Mellon - Child 2 VA | $15,001 - $50,000 |
Bank of America - Savings - Child 1 | $1,001 - $15,000 |
Bank of America - Savings - Child 2 | $1,001 - $15,000 |
Northwestern Mutual Adjustable CompLife/Annuity | $15,001 - $50,000 |
Northwestern Mutual IRA | $50,001 - $100,000 |
Northwestern Mutual Roth IRA | $15,001 - $50,000 |
Northwestern Mutual Sep IRA | $50,001 - $100,000 |
Oppenheimer Global Fund Class A | $15,001 - $50,000 |
Primary Residence Charleston/Berkeley, SC, US | $1,000,001 - $5,000,000 |
Rental Income Charleston/Berkeley, SC, US | $100,001 - $250,000 |
Russell Growth Strategy Fund Class C | $15,001 - $50,000 |
SC Federal Credit Union - Checking | $15,001 - $50,000 |