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Document Mentions (4 shared documents)
2 mentions1 same-page
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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
ricing estimates do not constitute bids for any securities. Actual prices realized at sale may be more or less than those shown on your statement. Unpriced Direct Participation Program (DPP) and Real Estate Investment (REIT) Securities: DPP and REIT securities are generally illiquid and the value of the security vAll. generally. be
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
ricing estimates do not constitute bids for any securities. Actual prices realized at sale may be more or less than those shown on your statement. Unpriced Direct Participation Program (DPP) and Real Estate Investment (REIT) Securities: DPP and REIT securities are generally illiquid and the value of the security enll, generally. be
2 mentions1 same-page
Page ?Same page
s. 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
ricing estimates do not constitute bids for any securities. Actual prices realized at sale may be more or less than those shown on your statement. Unpriced Direct Participation Program (DPP) and Real Estate Investment (REIT) Securities: DPP and REIT securities are generally illiquid and the value of the security MI. generally. be d
Sponsored
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
ricing estimates do not constitute bids for any securities. Actual prices realized at sale may be more or less than those shown on your statement. Unpriced Direct Participation Program (DPP) and Real Estate Investment (REIT) Securities: DPP and REIT securities are generally illiquid and the value of the security vAll. generally. be
Sponsored
Mutual Connections (34)
Entities connected to both Gifted Security LT - Long Term and Unpriced Direct Participation Program
JPMorgan Chase
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
the Internal Revenue Service
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
Securities Investor Protection Corporation
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
TS
Ted Serure
PERSON4 w/ Gifted·4 w/ Unpriced
Account Value
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
the ACH Network
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
Call Financial Advisor
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
the Client Services Operations
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
Attn: Client Services Department
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
Customer Agreement(s
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
the Collection and Other Account-Related Costs
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
the Electronic Services
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
Real Estate Investment
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
Regulated Investment Companies
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
Retum of Principal or Capital Gains
ORGANIZATION4 w/ Gifted·4 w/ Unpriced
South Dearborn Street
LOCATION4 w/ Gifted·4 w/ Unpriced
Brooklyn
LOCATION3 w/ Gifted·3 w/ Unpriced
Chase Matrotech Center
ORGANIZATION3 w/ Gifted·3 w/ Unpriced
ALIGN TECHNOLOGY INC
ORGANIZATION3 w/ Gifted·3 w/ Unpriced
The U.S. Securities and Exchange Commission
ORGANIZATION3 w/ Gifted·3 w/ Unpriced