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Document Mentions (4 shared documents)
2 mentions1 same-page
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Funds, and Bank Deposits 1,479,787.72 1,521,384.75 1,522,837.51 53% Mutual Funds 1,670,021.47 1,714,987.38 1,721,024.57 100% Account Total (Pie Chart) $3,149,809.19 $3,236,372.13 $3,243,862.08 Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUANT T
named trusted contact person(s)(the"Trusted Contact Person(s)*) identified as such. Additionally. I/ we authorize this information to be shared with the Trusted Contact Person(s) at the discretion of Financial Institution and Pershing. This authorization includes. but is not limited to. sharing or disclosing any information
2 mentions1 same-page
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iod IdsPeriod Cash, Money Funds, and Bank Deposits 56,026.91 38,963.68 86,512.41 Equities 1,072,484.00 703,600.00 559,325.00 Account Total (Pie Chart) 81,128,490.91 $742,563.68 $645.837.41 Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUANT TO FE
med trusted contact person(s) (the "Trusted Contact Person(s)") identified as such. Additionally, II we authorize this information to be shared with the Trusted Contact Person(s) at the discretion of Financial Institution and Pershing. This authorization includes, but is not limited to, sharing or disclosing any information
2 mentions1 same-page
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.91 3% Mutual Funds 0.00 3.010.341.05 3,020,938.22 7% Exchange-Traded Products 2,972,400.00 6,427,720.00 8,444,920.00 100% Account Total (Pie Chart) $117,069,956.26 397,289,150.71 $97,272,547.37 Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUAN
med trusted contact person(s) (the "Trusted Contact Person(s)") identified as such. Additionally, I/ we authorize this information to be shared with the Trusted Contact Person(s) at the discretion of Financial Institution and Pershing This authorization includes, but is not limited to. sharing or disclosing any information r
Sponsored
2 mentions1 same-page
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Money Funds, and Bank Deposits Fixed Income 5,388,291.31 2,476,977.00 746,730.53 2,836,079.80 3,681,800.80 4,962,500.00 100% Account Total (Pie Chart) Please review your allocation periodically with your Investment Specialist. 87,865,268.31 $3,584,810.33 $8,644,300.80 B010 0243CSF30025 s CON
ed trusted contact person( s) (the "Trusted Contact Person(s)") identified as such. Additionally, I/ we authorize this information to be shared with the Trusted Contact Person(s) at the discretion of Financial Institution and Pershing. This authorization includes, but is not limited to, sharing or disclosing any information
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Mutual Connections (127)
Entities connected to both Pie Chart and the Trusted Contact Person(s
Baltimore
LOCATION45 w/ Pie·5 w/ the
the Pershing Customer Service Department
ORGANIZATION43 w/ Pie·5 w/ the
Pershing
LOCATION42 w/ Pie·5 w/ the
the Options Clearing Corporation
ORGANIZATION41 w/ Pie·5 w/ the
Pershing LLC
ORGANIZATION40 w/ Pie·5 w/ the
the State of New York
LOCATION39 w/ Pie·5 w/ the
Legal Department
ORGANIZATION38 w/ Pie·5 w/ the
Securities Investor Protection Corporation
ORGANIZATION35 w/ Pie·5 w/ the
Client Service Information
ORGANIZATION37 w/ Pie·3 w/ the
Money Market Fund
ORGANIZATION35 w/ Pie·5 w/ the
THE FEDERAL RESERVE SYSTEM
ORGANIZATION35 w/ Pie·5 w/ the
Jeff Sessions
PERSON34 w/ Pie·5 w/ the
THE BOARD OF GOVERNORS OF
ORGANIZATION33 w/ Pie·5 w/ the
ON PERSHING'S
ORGANIZATION33 w/ Pie·5 w/ the
THE CLEARING FACILITY
ORGANIZATION33 w/ Pie·5 w/ the
CUSTOMS
ORGANIZATION32 w/ Pie·5 w/ the
USAGES
ORGANIZATION31 w/ Pie·5 w/ the
TAXABLE
ORGANIZATION32 w/ Pie·4 w/ the
Jersey City
LOCATION30 w/ Pie·5 w/ the
INDEBTED TO PERSHING LLC
ORGANIZATION24 w/ Pie·5 w/ the