Pipeline
Opportunity Name Customer Name % Close Date Product Name Actual Assets Stru
cture BPS Flat Fee Actual Revenue Sales Team Member
Additional Brokerage Southern Financial LLC 75 12/31/2015 Brokerage (Commissions) 7500
0000 Flat Fee 2000000 2000000 Paul Morris
EFTA01475301
Paul 25
Customer Name Customer Number Status Relationship Classification Rel. Net Worth Relationship
Investable Assets (Est.) Revenue Potential ($M per annum) Last Modified Date Last
, A
EFTA01475302
EFTA01475303
Stew 25
Customer Name Customer Number Status Relationship Classification Rel. Net Worth Relationship
Investable Assets (Est.) Revenue Potential ($M per annum) Last Modified Date Last
Activit Date Date Contacted Cate•o Notes
EFTA01475304