# Richard Mark Gergel > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/18710 ## Record - **Judge:** Richard Mark Gergel - **Year:** 2017 - **Report type:** Annual - **Pages:** 7 ## Text Investment Property, Edisto Beach, SC — Rent 1519 Richland LLP, Columbia, SC — Rent Lmcoln National Universal Life Insurance — Int/Div Columbia Cash Reserves — Int/Div Am. US. Govermment Securities Class B — Int/Div — Buy (add'l) Am. Balanced Class A — Interest — Sold (part) Am. High Income Trust Class A — Int/Div Am. Washington Mutual Inv. Class B — Int/Div — Sold (part) VistaBank South Carolina — None Bank of America Checking — Int/Div TIAA-CREF Fixed Annuity — Int Wachovia Certificates of Deposit — Int/Div Am. Short Term Bond/Class A — Int/Div Blackrock Global Allocation Fund — Int./y Templeton Global Bond Fund — Ine — Sold Amencan Fund Global Balanced Fund — Interest FIA Card SErvices Money Market — Interest Variable Interest HSBC — Interest — Sold Merill Lynch Bank Deposit Fund — Interest BOA Cash Reserve Money Market Fund — Interest Tortoise Energy Capital — Int/Div IShares US Preferred Stock ETF (PFF) — Int/Div SP DR Gold Trust — Int/Div Alliance Bernstein LG Cap Growth Fund, Class A — Int/Div — Sold Liability — Bank of America — Mortgage on Investment Property: Edisto Beach, South Carolina Reimbursement — SC Bar Association — 119-12002017 — Greenville SC — Meeting — Hotel Reimbursement — American Law Institute — S/21 - 5252017 — Washington, DC — Meeting — Hotel, Air, Meals Reimbursement — Association for Justice — 8/3-62017 — Hilton Head, SC — Meeting — Hotel, Registration Income — 8/72017 — Farrar, Straus and Giroux, book royalties — S50.000.00 1. Part VIL, Line 3, was amended to change "Prudential Life Insurance” to Lincoln National Universal Life policy. This error was the result of confusing a Prudential term policy (which has no asset value) with a Lincoln National Universal Life policy. | was also asked to disclose the specific investments authorized under this policy, if applicable. The Lincoln National Universal policy provides for a fixed interest rate of 3% and does not offer the insured an option to choose # particular type of investment. Thus, no further information is provided. This is in accord with the Filing Instructi 8, page 39, (2015), which provides that investment funds should be disclosed if the policy is the type in which an insured is offered an option to select speci investments or a general category of risk. 2. Part VIL, line 11, relates to a TIAA-CREF fixed annuity. Under this fixed annuity, the annuitant does not choose any type of investment instruments or assets. Thus, no further information is required. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18710. Public record. Not legal advice.