Document Mentions (4 shared documents)

EFTA01400124_email_008

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y Jacksonville FL 32256 Email: From: Nina Tona Sent: Thursday, February 08, 2018 12:37 PM To: Amber Davis Cc: Kareen Johnson ; Nick Watkins ; Alastair Mackinlay Subject: RE: SOUTHERN FINANCIAL LLC - ONB-1010155 [I] EFTA01400134 Classification: For internal use only Hi Amber, Please see below. Also, are

don-Jax Yolanda Wood Subject: RE: ***REASSIGN NEEDED***FW: SOUTHERN FINANCIAL LLC - ONB-1010155 [I] Classification: For internal use only Hello Kareen Please advise who will take this on. Thank you Nina Tona From: Amber Davis Sent: Thursday, Februar 08, 2018 1:12 PM To: Kareen Johnson < ; COB

EFTA01400124_email_012

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Please advise on the below. Thank you Nina Tona From: Nina Tona Sent: Friday, December 15, 2017 5:34 PM To: Amber Davis Cc: Kareen Johnson ; Alastair Mackinlay Subject: RE: SOUTHERN FINANCIAL LLC - ONB-1010155 [I] Classification: For internal use only Amber and Kareen, I have a few questions. The client

is Cc: Kareen Johnson ; Alastair Mackinlay Subject: RE: SOUTHERN FINANCIAL LLC - ONB-1010155 [I] Classification: For internal use only Amber and Kareen, I have a few questions. The client has a Brokerage Acct in WM and wants to use those instructions for SSI, are we able to do that? Also, kindly c

EFTA01400010_email_013

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From: Nina Tona Sent: Monday, December 18, 2017 8:57 AM To: Amber Davis < Cc: Kareen Johnson < ; Alastair Mackinlay <[email protected]>; Nick Watkins <[email protected]> Subject: RE: SOUTHERN FINANCIAL LLC - ONB-1010155 [I] Classification: For internal

stair Mackinlay <[email protected]> Subject: RE: SOUTHERN FINANCIAL LLC - ONB-1010155 [I] Classification: For internal use only Amber and Kareen, I have a few questions. EFTA01400027 The client has a Brokerage Acct in WM and wants to use those instructions for SSI, are we able to do that?