Back to Network
5
Shared Docs
5
Same-Page
5 / 5
Mentions
Document Mentions (5 shared documents)
2 mentions1 same-page
Page ?Same page
hips: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive t
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
2 mentions1 same-page
Page ?Same page
hips: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive t
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
2 mentions1 same-page
Page ?Same page
hips: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive t
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Sponsored
2 mentions1 same-page
Page ?Same page
hips: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive t
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
2 mentions1 same-page
Page ?Same page
hips: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive t
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Sponsored
Mutual Connections (151)
Entities connected to both Julie K. Brown and Individual Plans
Deutsche Bank
ORGANIZATION825 w/ Julie·5 w/ Individual
United States
LOCATION494 w/ Julie·5 w/ Individual
Prince Charles
PERSON375 w/ Julie·5 w/ Individual
New York
LOCATION351 w/ Julie·5 w/ Individual
Michael Douglas
PERSON211 w/ Julie·5 w/ Individual
United Kingdom
LOCATION151 w/ Julie·5 w/ Individual
J. Robert Oppenheimer
PERSON138 w/ Julie·5 w/ Individual
Madison
LOCATION119 w/ Julie·5 w/ Individual
Denmark
LOCATION71 w/ Julie·5 w/ Individual
North America
LOCATION65 w/ Julie·5 w/ Individual
Norway
LOCATION62 w/ Julie·5 w/ Individual
Belgium
LOCATION54 w/ Julie·5 w/ Individual
Credit Suisse
ORGANIZATION52 w/ Julie·5 w/ Individual
Cyprus
LOCATION50 w/ Julie·5 w/ Individual
University of Oxford
ORGANIZATION46 w/ Julie·5 w/ Individual
Milan
LOCATION44 w/ Julie·5 w/ Individual
Advisory Board
ORGANIZATION42 w/ Julie·5 w/ Individual
Hungary
LOCATION39 w/ Julie·5 w/ Individual
Cornell University
ORGANIZATION39 w/ Julie·5 w/ Individual
Glendower
LOCATION39 w/ Julie·5 w/ Individual