Robert Bryan Harwell
2019
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Pull out the substance of this filing.
What was filed
89
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- see Note #1
- see note #2
- Harwell Farms and Investment, Inc.
- Estate of
- South Carolina Judges - Solicitors Retirement System Survivors Annunity (named beneficiary of monthly survivor annunity from deceased
As filed
Wells Fargo &Co Common Stock(and former Wachovia Bank Stock) — Dividend
Autoliv Inc. Common Stock — Dividend
First Reliance Bank "Account" — Interest — Buy
The Bank of Clarendon "Account" — Interest
South State Bank "Account" — Matured
South State Bank "Account" — Interest — Open
PNC Bank "Account" — Interest — Matured
Anderson Brothers Bank "Account" — Interest
Conway National Bank "Account" — Interest
BB&T Bank "Accounts" — Interest
Harwell Farms & Investment 12 1/2% 12/31/04 compiled $31M — Dividend
PCDG, LLC (10%) 1998 & 2000 $32,000 — None
SC Future Scholar Plan #1, Age-Based Moderate Track — Redeemed
SC Future Scholar Plan #2, Age-Baseed Moderate Track — None
Claussen Farms, Florence, SC (1999 - $125,000) — None
Wells Fargo Beneficiary IRA- First Clearing LLC (H)
Cash account(Wells Fargo cash and sweep balance) — None
Bank of America stock — Dividend
BB&T stock — Dividend
Duetsche Inv. Trust Core Equity Fund — Dividend — Redeemed (part)
Edward Jones Beneficiary IRA(H)
Amcap Fund - Class A — Dividend — Redeemed (part)
Capital Income Builder Class A — Dividend — Redeemed (part)
Europacific Fund- Class A — Dividend — Redeemed (part)
Income Fund of America - Class A — Dividend — Redeemed (part)
New World Fund - Class A — Dividend — Redeemed (part)
Small Cap World Fund - Class A — Dividend — Redeemed (part)
New Economy Fund - Class A — Dividend — Redeemed (part)
Estate #1 (50%)(H) — see Note #1
Wells Fargo cash account — Interest
Bell Legal Group Georgetown SCAccounts Receivable — Closed
Wells Fargo Securities Account(H)
Wells Fargo Cash Account — Interest — Redeemed (part)
FidelityInvMM FDS Instl FNSXX — Interest — Open
JP Morgan LiquidAssetsMM FundInst SHSCl 1 IJLXX — Interest — Open
Goldman SachsFundsGoldmanSachInv MMFund CL1 FMJXX — Interest — Open
BB&T Corp Common Stock — Dividend
Toronto Dominion Bank Common stock — Dividend
Bank of America Common stock — Dividend
American Express Co. Common Stock — Dividend
Ameriprise Financial Inc. Common Stock — Dividend
Chevron Corp. Common Stock — Dividend
Corning Inc, Common Stock — Dividend
Fannie Mae Common Stock — None
Home Depot Inc. Common Stock — Dividend
Medtronic PLC Common Stock — Dividend
Target Corp Common Stock — Dividend
Deutsche Invt TR Core Equity FD Class S — Int./Div.
High 50 Dividend Strategy Series 15-3Q CA — Int./Div.
A Services, LLC & ASG Services LLC (17500units) — Distribution
PershingLLC(Cetera Advisors)IRA#1(H)
Altria Group Inc common stock — None
Amgen Inc common stock — Dividend
Apple Inc common stock — Dividend
Apple inc common stock — Dividend
BP PLC Spon ADR common stock — Dividend
Centurylink common stock — Dividend
Centurylink common stock — Dividend
Citigroup Inc common stock — Dividend
Duke Energy Corp common stock — Dividend
General Mills Inc.commonstock — Dividend
Johnson&Johnson common stock — Dividend
Phillip Morris Intl. Inc common stock — Sold — see note #2
Nvidia Corp comm — Dividend — Buy
Verizon Comm common stock — Dividend
Pimco Income Fund Class A — None
Cash Account(Pershing LLC-Flexinsured FDIC acct) — Interest
Pershing LLC(Cetera Advisors) IRA#2(H)
Cash Acct(PershingLLC-Flexinsured FDIC acct) — Interest
Apple Inc common stock — Dividend
BP PLC Spons ADR — Dividend
Boeing Co. common stock — Dividend
Bristol Myers Squibb common stock — Dividend
Cisco Systems Inc common stock — Dividend
Coca Cola Co. common stock — Dividend
Duke Energy common stock — Dividend
Centurylink Inc Com — Dividend — Buy
General Mills Inc. common stock — Dividend
Verizon Comm.common stock — Dividend
Pimco Income Fund Class A — Dividend
Pershing LLC(Cetera Advisors) Individual Account#1 (H)
Cash Account (PershingLLC-Flexinsured FDICacct) — Interest
Ally BK Sandy Utah CTF — Interest
Altria Group common stock — None — Sold — see note #2
Apple Inc.Com — Dividend — Buy
Toronto Dominion BK coomon stock — Dividend
DFA Tax Managed US Marketwide Value Portfolio II — Int./Div.
PershingLLC(Cetera Advisors)Individual Account#2 (H)
Ally BK Sandy Utah CTF — Interest
Officer or Director, Harwell Farms and Investment, Inc.
Personal Representative / Executor, Estate of
Income — 12/31/19 — South Carolina Judges - Solicitors Retirement System Survivors Annunity (named beneficiary of monthly survivor annunity from deceased — $20,236.00
Note #1. I am 50% beneficiary of gross values shown
Note #2. .For line 63 and 84, the Altria and Phillip Morris stocks, I had a loss and no gain ....the gain code did not have an option for losses so i left the column
under "gain code" blank.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.