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lient meeting(s) took place Bank Officer Name(s) Bank Office Giant Private Domicile: Oient Place of Business: Other Location (specify) Date Stewart Oldbeld 0 6 28201? iii 0 0 0 0 0 0 • Wealth Details for this individual are not filled in, because they are the same as for the following pe
ey Tax ID / SSN: Current Employer: Kellerhals Ferguson Kroblin PLLC Position/Title/Rank: Attorney Address of employer: 9100 Port of Sale Mall, Ste 15 St. Thomas Virgin Islands, U.S. 00802 Does the person work as senior executive of a DB-recognized regulated entity In the financial industry? or an ent
Booking Center: New York Relationship Manager: Stewart Oldfield 0 New PWM Relationship 5 2 Existing P
ey Tax ID / SSN: Current Employer: Kellerhals Ferguson Kroblin PLLC Position/Title/Rank: Attorney Address of employer: 9100 Port of Sale Mall, Ste 15 St. Thomas Virgin Islands, U.S. 00802 Does the person work as senior executive of a DB-recognized regulated entity in the financial Industry? or an ent
r: SOUTHERN FINANCIAL RELATIONSHIP: 00000483290 Stewart Oldfield New PWM Relationship Relationship to P
p: Has client resided outside of his/her country of nationality for 5 years or more? Tax ID / SSN: Position/Title/Rank: 9100 Port of Sale Mall, Ste 15 St. Thomas Virgin Islands, U.S. 00802 Does the person work as senior executive of a DB-recognized regulated entity in the financial industry? or an en
Entities connected to both Martha Stewart and Ste 15 St.

Stewart Oldfield
PERSON
Jeffrey Epstein
PERSON
Richard Kahn
PERSONDarren Indyke
PERSON
Prince Andrew
PERSON
Deutsche Bank
ORGANIZATIONSouthern Trust Company
ORGANIZATION
Alan Dershowitz
PERSON
Bill Clinton
PERSONNeptune
ORGANIZATION
Eric Holder
PERSON
Harvey Weinstein
PERSON
Les Wexner
PERSONMayur Rathod
PERSON
U.S. Virgin Islands
LOCATION
Mort Zuckerman
PERSONErika Kellerhals
PERSON
Financial Trust Company
ORGANIZATION
Bruce Wasserstein
PERSONHarry Beller
PERSON