Robert Bryan Harwell
2004
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Pull out the substance of this filing.
What was filed
72
investments
3
positions
0
gifts
2
agreements
0
debts
2
reimbursements
2
income
0
spouse income
Named parties
- additional noes (1)
- additonal notes (1)
- additional nos (1)
- additional notes (1)
- additional notes (3)
- additional note #2
- additional nok 92
- additional alt #4
- additional notes (5)
- additional noses (1)
- Barth &
- Harwell Farms and Investment, Inc
- me TE am PPS Harwell Development Co., Inc, = - iad ¥
- Custodial Account 62 mn = PE poi - 3
- Me A ELAR L. Fiest Reliance
- SC Vial Lawyers Association
- U.S. Distnct Count
- Ballenger, Barth & Hocfer, LLP (per agreement for interest in law firm-See Part (1
As filed
Charles Schwab/Sweep Acct — Interest
Common WB — Int/Div
Common WFC — Int/Div
Common ALV (X) — Int/Div
Common R& H (X — Int/Div
Common TSFG — Int/Div
BB&T Accts — Interest
First Reliance Accts — Interest
Harwell Farms & Investment 12 1/2% 12/31/04 compiled $3 IM — None — additional noes (1)
Harwell Properties, Inc. 12 1/2% 12/31/04 compiled S21M — Distribution — additonal notes (1)
Harwell Devel Co, Inc. 12 1/2% compiled 12/31/04 $52M — Distribution — additional nos (1)
PCDG, LLC (10%) 1998 & 2000 {32,000 — None — additional notes (1)
Charles Schwab IRA #1 — Int/Div
Cashfund E
DFA Intl Small Co Port
DFA Value III Port
DFA Large Cap Intl Pont oo
DFA Large Cap Value [11 Font
DFA US Large Co Instl Index Port
DFA US Small Cap Port
DFA US Small Cap Value
Charles Schwab IRA #2 — Int/Div
Cash fund
DF A Intl Small Co Port
DFA Int Value [II Pont
DFA Large Cap Intl Port
DFA Large Cap Value 111
DFA US Lg Co. Inst Index Port
DFA US Small Cap Port
DFA US Small Cap Value
Charles Schwab RA #3 — Int/Div — additional notes (3)
Cash fund
DFA US Small Cap Port
Trust ¥] — Int/Div
BBAT Corp
Vanguard short-term treasury
Richland County Zero 8/1/05 — Interest
Berkeley Co SC Zero #1/12 — Interest
Clemson University, SC Zero 1/10 — Interest
Piedmont Mun, Power Zero 1/1/08 — Interest
Medmont Mun Power Zero 1/1/13 — additional note #2
Predmont Mun. Power Zero 1/1/13 — additional nok 92
Predmont Mun. Power Zero 1/1/13 — Interest
Piedmont Mun. Power Zero 1/1/15 — Interest — additional alt #4
Richland Co. SC Zero 8/1/09 — Interest
Richland Co. SC Zero 8/107 — Interest
SCZero 7/1112
Three Rivers Solid Zero 1/1/09 — Interest
Three Rivers Solid Zero 1/1/11 — Interest
Three Rivers Solid Zero 1/1/12 — Interest
Three Rivers Solid Zero 1/1/11 — Interest
DFA Tax Man US Mktwde — Int/Div
Rental Property #1, N Myrtle Beach, SC (2003 $218,600) — Remt — additional notes (5)
Rental Property #2, Snowshoe, W. $175.008) Gls — Remt
David W. Harwell & Sons Prop, LP (Cherry Grove Beach, SC 49% — None — additional noses (1)
243,000 tax return 2004)
243,000 tax return 2004) — Rent — Sell — Barth &
partner's interest)
College Punx #1 — Int/Div
College Bound Fund
Bank of America Strategic Growth
Mid Cap Brown Port Class A
Small Co Port Class A
Bond Port Class
College Fund #2 — Int/Div
College Bound Fund
Bank of America Strategic Growth
Small Co Port Class A
Bond Port Class
Mid Cap Growth Port Class A
Custodial Acct #1 */X)" — Int/Div
Officer rector, Harwell Farms and Investment, Inc
Offices/Miccior, me TE am PPS Harwell Development Co., Inc, = - iad ¥
Cuslpdian, Custodial Account 62 mn = PE poi - 3
Agreement — 719/04 — Bstlenger, Basth & Hoeler, LLP, my former law pa ters and 1 have agreed that will be paid 25% of the contingent fees generated on specliically
Agreement — designated files existing at the time of my departure (June 25, 2004) for my interest in my former law practice
Reimbursement — Me A ELAR L. Fiest Reliance — PCDG, LLC/note & mtg Mimited liability
Reimbursement — SC Vial Lawyers Association — Aug 5-8. 2004, Hitton Head Istand, 5.C., aucnded S.C. Trinl Lawyers Assoc Convention (lodging)
Income — 2004 — U.S. Distnct Count — ‘hadi AL RB {adiddl d $7430.00
Income — 2004 — Ballenger, Barth & Hocfer, LLP (per agreement for interest in law firm-See Part (1 — §5.825.00
(1) Changes in velue were due 10 Lhis years reporting being completed by CPA
(2) Re-issued exisung bond into two bonds on 923/04.
(3) Inodvosleatty omitsed in) stng of asgelS in previous Year's reporting.
(4) lnadveitznty repoited as matunty date of 2/1/15 instead of 1/1/15
(5) Inceax m value doc bo 558.000 in evprovemenis.
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