Annual financial disclosure for 2024, filed August 13, 2025. Includes 11 assets and 3 liabilities.
| Asset | Value |
|---|---|
Age-Based Option Class A - Child 1 VA, US | $15,001 - $50,000 |
Age-Based Option Class A - Child 2 VA, US | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| North Point Bank | mortgage | $500,001 - $1,000,000 |
| Beacons Bank | mortgage | $1,000,001 - $5,000,000 |
| SC Federal Credit Union | mortgage |
Bank of America - Savings - Child 1 | $15,001 - $50,000 |
Bank of America - Savings - Child 2 | $15,001 - $50,000 |
Bryant Brothers, LLC | $1,001 - $15,000 |
Northwestern Mutual Adjustable CompLife/Annuity | $15,001 - $50,000 |
PJME LLC Charleston, SC, US | $1,000,001 - $5,000,000 |
SC Federal Credit Union - Checking | $50,001 - $100,000 |
Roth IRA - Northwestern Mutual | $15,001 - $50,000 |
SEP IRA - Northwestern Mutual | $50,001 - $100,000 |
Traditional IRA - Northwestern Mutual | $50,001 - $100,000 |
| $500,001 - $1,000,000 |