Robert Bryan Harwell

2020

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Pull out the substance of this filing.

What was filed

  • 87

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • see Note #1
  • 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

The Bank of Clarendon "Account" — Interest

South State Bank "Account" — Interest

Anderson Brothers Bank "Account" — Interest

Conway National Bank "Account" — Interest

Truist Fin corp "Accounts" formerlyBB&T Bank "Accounts" — Interest

Harwell Farms & Investment 12 1/2% 12/31/04 compiled $31M — None

PCDG, LLC (10%) 1998 & 2000 $32,000 — None

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

Truist Fin Corp stock formerly BB&T stock — Dividend

Duetsche Inv. Trust Core Equity Fund — Dividend

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

Wells Fargo Securities Account(H)

Wells Fargo Cash Account — Interest

FidelityInvMM FDS Instl FNSXX — Interest — Sold

Fidelity Treasury only Port Instl Class SHS FRSXX — Interest — Open

JP Morgan LiquidAssetsMM FundInst SHSCl 1 IJLXX — Interest — Sold

JP Morgan Treasury Securities MM FD Institl JTSXX — Interest — Open

Goldman SachsFundsGoldmanSachInv MMFund CL1 FMJXX — Interest — Sold

Goldman Sach Finl Square Treas Obligs Class 1 FTOXX — Interest — Open

Truist Finl Corp stock formally 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. — Redeemed

High 50 Dividend Strategy Port Ser 2020-3Q CA — Int./Div. — Buy

A Services, LLC & ASG Services LLC (17500units) — None

PershingLLC(Cetera Advisors)IRA#1(H)

Altria Group Inc common stock — Dividend

Amgen Inc common stock — Dividend

Apple Inc common stock — Dividend

Apple inc common stock — Dividend

BP PLC Spon ADR common stock — Dividend

Lumens Technologies stock formally Centurylink common stock — Dividend

Lumens Technologies stock formally 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

Nvidia Corp comm — Dividend

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 — None

Bristol Myers Squibb common stock — Dividend

Cisco Systems Inc common stock — Dividend

Coca Cola Co. common stock — Dividend

Duke Energy common stock — Dividend

Lumens Tehnologies stock formally Centurylink Inc Com — Dividend

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

Apple Inc.Com — Dividend

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

Director, Harwell Farms and Investment, Inc.

Personal Representative / Executor, Estate of

Income — 12/31/20 — 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

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.

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Robert Bryan Harwell | Frix