Annual financial disclosure for 2022, filed May 12, 2023. Includes 13 assets and 2 liabilities.
| Asset | Value |
|---|---|
1 D LLC Mt. Pleasant/Charleston, SC, US | $1,000,001 - $5,000,000 |
529 Scholars Choice College Svgs Prgm - Legg Mellon - Child 1 VA | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| North Point Bank | mortgage | $100,001 - $250,000 |
| Beacons Bank | mortgage | $1,000,001 - $5,000,000 |
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 |
Bryant Brothers, LLC Mt. Pleasant/Charleston, SC, US | $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 |
Russell Growth Strategy Fund Class C | $15,001 - $50,000 |
SC Federal Credit Union - Checking | $100,001 - $250,000 |