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bons, John 9/30/2015 Product Name Actual Assets Stru 25 Brokerage (Commissio 25 U.S. Structured Lend 30000000 BPS 100 300000 Paul Morris DF Enterprises 12/31/2015 50 U.S. Secured Lending 2000000 Paul Morris Elysium Management 12/31/2015 100 2500000 Jj Litchford Elysium Management 12/31/2015
Bronfman, Edgar Bronfman, Edgar 9/30/2015 25 25000000 BPS 40 100000 Paul Morris Deposits Bryant Jr., Donald 9/30/2015 terest 10000000 Loan Bulloch, Roger BPS 100 200000 Muni Portfolio Cavalry 25000000 BPS Banking Account Cavalry ing 50000000 Brokerage Cavalry 0000 BPS 5 Real Estat
Name Close cture BPS/Flat Actual Revenue Sales Fee Est 2016 Rev KCP Black, Leon 0 Morris 1 Banking Black, Leon 00 Morris 1 Margin Loan DF Enterprises 12/31/2015 75 Lombard 250000000 BPS 65 1625 000 Morris 1 IF(G4="BPS",I4*(K4/12),I4)=135416.66666666666 IF(G4="BPS",I4,0)=1625000 KKR EverW
Bronfman, Edgar Bronfman, Edgar 9/30/2015 25 25000000 BPS 40 100000 Paul Morris Deposits Bryant Jr., Donald 9/30/2015 terest 10000000 Loan Bulloch, Roger BPS 100 200000 Muni Portfolio Cavalry 25000000 BPS Banking Account Cavalry ing 50000000 Brokerage Cavalry 0000 BPS 5 Real Estat
DF Enterprises 3/31/2016 0 U.S. Secured Lending (Lombard) 250000000 BPS 65 1625000 Stewart Oldfield Land Loan DORRANCE FAMILY RELATIONSHIP DF Enterprises 12/31/2016 0 U.S. Structu red Lending (Secured) 100000000 BPS 600 6000000 Stewart Oldfield Introduction DUNCAN INVESTMENTS RELATIONSHIP Dunc
LIE RELATIONSHIP Richardson, Julie G. 3/31/2016 50 Brokerage (Commissions) 30000000 BPS 5 15000 Paul Morris Loan ROGER BULLOCH RELATIONSHIP Bulloch, Roger 3/31/2016 10 U.S. Structured Lend ing (Secured) 20000000 BPS 100 200000 Stewart Oldfield Introduction ROGER BULLOCH RELATIONSHIP She
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