# Andrew Lamar Carter jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32211

## Record

- **Judge:** Andrew Lamar Carter jr
- **Year:** 2019
- **Pages:** 7

## Text

VANGUARD INDEX 500 (IRA) — Dividend
VANGUARD STAR FUND (IRA) — Dividend
VANGUARD INDEX 500 — Dividend
FIDELITY TOTAL BOND INDEX FUND (IRA) — Dividend
J.P. MORGAN STABLE VALUE (401K) — Dividend — Sold
J.P. MORGAN CHASE COMMON STOCK FUND (IRA) — Dividend — Sold
J.P. MORGAN CHASE AGG. PORTFOLIO (401K) — Dividend — Sold
J.P. MORGAN CHASE MOD. AGG (401K) — Dividend — Sold
J.P. MORGAN PENSION — Interest — Sold
J.P. MORGAN CHASE SAVINGS ACCT. — Interest
NY 529 MODERATE GROWTH — Dividend
NY 529 GROWTH — Dividend
NY 529 BOND MKT. INDEX — Dividend
NY 529 MOD AGE BASED — Dividend
REAL ESTATE — Rent
J.P. MORGAN COMMON STOCK — Dividend
J.P. MORGAN RESTRICTED STOCK — Dividend
J.P. MORGAN STOCK OPTIONS — None
REAL ESTATE — Rent
WELLS FARGO MONEY MARKET — Interest
AMERICAN CENTURY MONEY MARKET — Interest
FIDELITY CONTRAFUND (IRA) — Dividend
JP Morgan Securities, LLC--Asset Allocation Only (IRA) — Dividend — Open
Betterment LLC-Cash Reserve Account-- Asset Allocation Only — Interest — Open
Bank of NY Mellon Large Cap Stock Index Fund (401K) — None — Open
Bank of NY Mellon Large Cap Growth Equity Fund (401K) — None — Open
Bank of NY Mellon Large Cap Value Equity Fund (401K) — None — Open
Bank of NY Mellon Mid Cap Growth Equity Fund (401K) — None — Open
Bank of NY Mellon Small Cap Growth Equity Fund (401K) — None — Open
Bank of NY Mellon Small Mid-Cap Stock Index Cap Fund (401K) — None — Open
Liability — TADS — TUITION FOR CHILDRENS' SCHOOL
Spouse's income — 1/1-8/7 — J.P. MORGAN CHASE BANK--SALARY
Spouse's income — 11/4-12/31 — BANK OF NY MELLON--SALARY
In Part VII, lines 5-9 represent funds associted with my spouse's 401 K plan with her previous employer. When my spouse switched jobs in 2019, these funds were
rolled over into a new IRA account. That account is listed at entry number 23. .Lines 25-30 represent investments in my spouse's new 401K plan with her current
employer.
In Part VII, line 15, I listed "real estate." The property was purchased in January 5, 2000 for $585.000. The property is located in Kings County in New York in
New York State.
In Part VII, line 19, I listed "real estate." The real estate was purchased on September 9, 2010 for $85,100. The property is located in Seminole County in the state
of Florida.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32211. Public record. Not legal advice.
