EFTA Document EFTA01462739
Subject: lb [C] From: Paul Morris ‹ > Date: Tue, 26 May 2015 17:33:19 -0400 To: jeffrey E. <[email protected]> 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
Summary
Subject: lb [C] From: Paul Morris ‹ > Date: Tue, 26 May 2015 17:33:19 -0400 To: jeffrey E. <[email protected]> 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
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