Document Mentions (3 shared documents)

EFTA01380895

2 mentions1 same-page

Page ?Same page

ian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey 82836 Paul A Volcker Irrevocable Life Ins Trust Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status

anning to close their accounts There are no changes to clients employment status, health or primary residence. No No Brian Convey 82798 Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Brian Convey 82871

EFTA01377464

2 mentions1 same-page

Page ?Same page

anning to close their accounts There are no changes to clients employment status, health or primary residence. No No Brian Convey 82798 Jarero, Cristina Andrew Gallivan 3/10/2017 John Marion spoke with client re: accounts There are no material changes No No Brian Convey 82871

EFTA01356331

2 mentions1 same-page

Page ?Same page

and Brian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey Paul A Volcker Irrevocable Life Ins Trust Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status

their accounts status, health or primary residence. Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Brian Convey Kestenb