Subject: lb [C]
From: Paul Morris ‹ >
Date: Tue, 26 May 2015 17:33:19 -0400
To: jeffrey E. <jeevacation@gmail.com>
Classification: Confidential
There is a basic brokerage account set up in LB's name but last we heard
from the office was they may want to have an LLC account which would require
pulling together some documents and opening. If we keep the account in his
personal name there are some additional account docs that the office has and
will need to sent over. Also we never got the POA back for Brad. Just need
direction from the office we can check in with them tomorrow but can set up
quickly.
How are you progressing on the new art entity? thx
Paul Morris
Managing Director
Deutsche Bank Private Bank
Offic
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