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icable, rdlcate Much bank officers have met the person: Indcate where and when the client meeting(s) took place: Bank Officer Name(s) Bank Office: Clent Private Dombile: Client Place of Business: Other Location (specify): Date: Paul Morris O O 2 9/13/2013 O O • O O O • Wealth Details for this i

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able, indicate wrath bar* officers have met the person: Indcate where and viten the client meeong(s) took place: Bank Officer Name(s) Bank Offxr ' Clent Private Domizile: Client Place of Business: Other Location (specify): Date: Stewart Oictield O O 2 6/23/2017 O O • O O O • Wealth Details fo