EFTA Document EFTA01475301

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Pipeline Opportunity Name Customer Name % Close Date cture BPS Flat Fee Actual Revenue Sales Team Member Product Name Actual Assets Stru 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 Investable Assets (Est.) Revenue Potential ($M per annum) , A Rel. Net Worth Relationship Last Modified Date Last EFTA0

Date

Unknown

Source

Dept. of Justice

Reference

sd-10-EFTA01475301

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