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. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
) to obtain a large trader identification number (LTID); and (ii) Promptly disclose to U.S. broker-dealers that execute trades or carry accounts for the Large Trader, their LTIDs and the accounts to which the LTIDs apply. 'A "Large Trader is a legal entity or natural person who, directly or indirectly, through th
2 mentions1 same-page
Page ?Same page
. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
) to obtain a large trader identification number (LTID); and (ii) Promptly disclose to V.S. broker-dealers that execute trades or carry accounts for the Large Trader, their LTICis and the accounts to which the LTIDs apply. 'A "Large Trader' is a legal entity or natural person who, directly or indirectly, through
2 mentions1 same-page
Page ?Same page
. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
) to obtain a large trader identification number (LTID); and (ii) Promptly disclose to U.S. broker-dealers that execute trades or carry accounts for the Large Trader, their LTIDs and the accounts to which the LTIDs apply. 'A "Large Trader is a legal entity or natural person who, directly or indirectly, through th
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Mutual Connections (34)
Entities connected to both Gifted Security LT - Long Term and the Large Trader
South Dearborn Street
LOCATION4 w/ Gifted·3 w/ the
the Internal Revenue Service
ORGANIZATION4 w/ Gifted·3 w/ the
Securities Investor Protection Corporation
ORGANIZATION4 w/ Gifted·3 w/ the
TS
Ted Serure
PERSON4 w/ Gifted·3 w/ the
Account Value
ORGANIZATION4 w/ Gifted·3 w/ the
the ACH Network
ORGANIZATION4 w/ Gifted·3 w/ the
Call Financial Advisor
ORGANIZATION4 w/ Gifted·3 w/ the
the Client Services Operations
ORGANIZATION4 w/ Gifted·3 w/ the
Attn: Client Services Department
ORGANIZATION4 w/ Gifted·3 w/ the
Customer Agreement(s
ORGANIZATION4 w/ Gifted·3 w/ the
the Collection and Other Account-Related Costs
ORGANIZATION4 w/ Gifted·3 w/ the
the Electronic Services
ORGANIZATION4 w/ Gifted·3 w/ the
Unpriced Direct Participation Program
ORGANIZATION4 w/ Gifted·3 w/ the
Real Estate Investment
ORGANIZATION4 w/ Gifted·3 w/ the
Regulated Investment Companies
ORGANIZATION4 w/ Gifted·3 w/ the
Retum of Principal or Capital Gains
ORGANIZATION4 w/ Gifted·3 w/ the
JPMorgan Chase
ORGANIZATION4 w/ Gifted·3 w/ the
ALIGN TECHNOLOGY INC
ORGANIZATION3 w/ Gifted·3 w/ the
The U.S. Securities and Exchange Commission
ORGANIZATION3 w/ Gifted·3 w/ the
Chase Matrotech Center
ORGANIZATION3 w/ Gifted·3 w/ the