Annual financial disclosure for 2023, filed August 13, 2024. Includes 14 assets and 2 liabilities.
| Asset | Value |
|---|---|
529 Scholars Choice College Svgs Prgm - Legg Mellon - Age-Based Option Class A - Child 1 VA | $15,001 - $50,000 |
529 Scholars Choice College Svgs Prgm - Legg Mellon - Age-Based Option Class A - Child 2 VA | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| North Point Bank | mortgage | $500,001 - $1,000,000 |
| Beacons Bank | other | $1,000,001 - $5,000,000 |
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, SC, US | $1,001 - $15,000 |
Northwestern Mutual Adjustable CompLife/Annuity | $15,001 - $50,000 |
PJME LLC Isle of Palms, Charleston, SC, US | $1,000,001 - $5,000,000 |
Oppenheimer International Growth Fund Class A | $15,001 - $50,000 |
Russell Growth Strategy Fund | $1,001 - $15,000 |
SC Federal Credit Union - Checking | $50,001 - $100,000 |
Northwestern Mutual Sep IRA | $50,001 - $100,000 |
DFA Short-Duration Real Return Portfolio Inst Cl | $1,001 - $15,000 |
Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares | $1,001 - $15,000 |
Northwestern Mutual Traditional Roth IRA | $50,001 - $100,000 |