Document Mentions (3 shared documents)

EFTA01475372

2 mentions1 same-page

Page ?Same page

BPS 5 Real Estate Financing BPS 120 300000 Paul Morris Brokerage Cross, Lisa 9/30/2015 10 Brokerage 5 37500 Paul Morris Share Collars Cummings, Ian 9/30/2015 50 Brokerage (Commissions) 250000 250000 Paul Morris Deerpath Capital Management- Deerpath Capital Management 9/30/2015 of Cre

BPS 100 100000 Paul Morris 12/31 300000 Paul Morris 50 U.S. Structured Lending (Secured) 2500 Brokerage (Commissions) 50000000 BPS 5 90 Private Wealth Premium Checking 50000000 BPS 9/30/2015 25 U.S. Letter of Credi ris Private Wealth Premium Checking 25000000 25 Standard Mortgage - 5/1 Arm 2500 Pr

EFTA01475567

2 mentions1 same-page

Page ?Same page

Product Name Actual Assets Stru 25 Brokerage (Commissio 25 U.S. Structured Lend (Secured) 2500 Brokerage (Commissions) 50000000 BPS 5 90 Private Wealth Premium Checking 50000000 BPS (Secured) 20000000 Global Select - Fixed Income Private Wealth Premium Check Brokerage (Commissions) 1000 Commercial Rea

EFTA01478313

2 mentions1 same-page

Page ?Same page

al O Private Weal Private CROSS, LISA RELATIONSHIP Cross, Lisa 3/31/2016 10 75000000 BPS 5 37500 Paul Morris CUMMINGS, IAN RELATIONSHIP Cummings, Ian 3/31/2016 5000000 Flat Fee 250000 250000 Paul Morris CV STARR RELATIONSHIP CV Starr 3/31/2016 0 Stewart Oldfield DELL, MICHAEL RELATION

(Asset-Based Fees) - Advisor Select 10000000 BPS 20 20000 Additional Banking SOUTHERN FINANCIAL RELATIONSHIP Southern Financial LLC 3/31/2016 Private Wealth Premium Checking w/Interest 50000000 BPS 20 100000 SUM(G2:G19)=6.43E8 SUM(J2:J19)=31637515 SUM(M2:M19)=400000 SUM(N2:N19)=27872515 75 Structu Brok